Professional sector-specific stock evaluation
Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).
Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.
Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.
Complete Transparency: Click any stock for full breakdownβevery score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.
McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.
| Stock Price | Sector |
P/E Forward |
PEG | Debt/Eq Current R. |
ROE Profit M. |
FCF/Share FCF Yield |
Sales 5Y CAGR |
EPS 5Y CAGR |
Recent Growth TTM |
Val (0-10) |
Quality (0-10) |
Growth (0-10) |
Historical (0-10) |
Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.0 | 9.2 | 9.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.8 | 9.4 | 9.3 | 9.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.8 | 8.2 | 9.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.7 | 9.1 | 9.5 | 9.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.8 | 8.4 | 9.1 | 9.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 9.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.7 | 8.5 | 8.9 | 9.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 8.0 | 9.8 | 9.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.2 | 7.8 | 8.9 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.2 | 9.5 | 9.4 | 8.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.3 | 9.2 | 6.8 | 8.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.2 | 9.1 | 9.4 | 8.8 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.7 | 6.6 | 8.8 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.3 | 8.2 | 7.5 | 8.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.2 | 6.1 | 8.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.8 | 9.0 | 9.1 | 8.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.3 | 7.5 | 8.6 | 8.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.4 | 7.6 | 7.4 | 8.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.1 | 7.5 | 7.4 | 8.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 8.9 | 7.9 | 8.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.7 | 8.6 | 5.5 | 8.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.7 | 7.0 | 5.9 | 8.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.3 | 8.7 | 7.1 | 8.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 9.2 | 7.8 | 8.2 | 8.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.5 | 8.3 | 7.7 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.2 | 9.8 | 7.2 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 8.3 | 8.6 | 7.0 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.6 | 8.3 | 4.9 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.8 | 8.9 | 6.1 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.6 | 7.4 | 9.1 | 8.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.6 | 5.1 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.3 | 7.4 | 7.3 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.0 | 7.9 | 7.7 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.8 | 7.8 | 8.4 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.2 | 9.3 | 9.1 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.5 | 7.7 | 5.7 | 8.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.1 | 7.0 | 6.9 | 8.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.5 | 9.6 | 8.8 | 8.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.9 | 6.4 | 5.2 | 8.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.6 | 10.0 | 7.6 | 8.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.7 | 8.0 | 8.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 9.0 | 8.9 | 8.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.2 | 7.8 | 7.6 | 8.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.8 | 7.7 | 6.9 | 7.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.1 | 7.2 | 6.9 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 7.9 | 6.7 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.8 | 8.1 | 7.6 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.2 | 9.0 | 7.9 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.2 | 7.2 | 5.3 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.4 | 7.9 | 7.9 | 7.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.7 | 6.8 | 5.2 | 7.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.3 | 8.0 | 8.0 | 7.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.5 | 8.0 | 7.0 | 7.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.6 | 8.2 | 7.5 | 7.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.4 | 6.5 | 6.0 | 7.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.5 | 9.6 | 4.7 | 7.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.5 | 8.3 | 4.5 | 7.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.5 | 7.7 | 6.9 | 7.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.8 | 6.1 | 8.5 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.4 | 7.2 | 7.0 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 9.0 | 7.4 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 6.9 | 7.7 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 9.3 | 7.7 | 4.2 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 7.9 | 7.0 | 7.3 | 7.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.0 | 7.6 | 0.5 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.2 | 7.0 | 7.0 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.7 | 8.0 | 8.4 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.1 | 6.3 | 4.5 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.4 | 7.2 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 7.7 | 8.8 | 6.7 | 7.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.5 | 6.7 | 6.8 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.0 | 8.9 | 4.7 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.2 | 8.1 | 8.9 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.5 | 6.3 | 8.2 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.6 | 8.9 | 8.9 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.3 | 8.2 | 7.8 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.3 | 7.7 | 7.7 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.3 | 7.2 | 5.4 | 7.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.9 | 6.1 | 8.1 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.6 | 8.6 | 7.7 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.2 | 5.3 | 6.0 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 9.0 | 7.7 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.4 | 5.3 | 5.7 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.3 | 8.8 | 8.2 | 7.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.5 | 6.5 | 6.3 | 7.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.2 | 8.7 | 7.5 | 7.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.2 | 6.5 | 6.6 | 7.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.5 | 7.3 | 8.2 | 7.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 6.7 | 8.5 | 6.2 | 7.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.2 | 7.0 | 8.8 | 7.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 6.8 | 8.8 | 7.0 | 7.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 6.5 | 7.2 | 6.5 | 6.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.7 | 7.0 | 4.8 | 6.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.4 | 7.5 | 6.5 | 6.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 6.9 | 6.0 | 6.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.8 | 6.8 | 6.5 | 6.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.8 | 7.8 | 7.2 | 6.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.7 | 7.0 | 7.1 | 6.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.2 | 7.8 | 6.2 | 6.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 7.8 | 6.5 | 6.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.0 | 5.8 | 7.1 | 6.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.0 | 5.6 | 5.8 | 6.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.0 | 8.9 | 8.0 | 6.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 5.8 | 7.6 | 8.7 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.2 | 6.8 | 5.7 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.9 | 6.8 | 7.0 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.3 | 8.4 | 6.3 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.8 | 7.5 | 7.1 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.0 | 7.8 | 5.9 | 6.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.8 | 5.8 | 4.9 | 6.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.9 | 6.5 | 5.5 | 6.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.7 | 4.6 | 4.6 | 6.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.0 | 7.2 | 6.2 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.6 | 7.0 | 4.9 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.4 | 6.4 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.4 | 5.5 | 5.8 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.5 | 5.8 | 5.1 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.2 | 5.2 | 4.9 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.4 | 6.4 | 6.7 | 6.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.6 | 6.2 | N/A | 6.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 63%, Growth: 24%, Valuation: 12%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 5.7 | 7.0 | 8.3 | 6.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 6.8 | 6.4 | 4.9 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.7 | 8.0 | 7.3 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 5.6 | 7.0 | 7.3 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 4.7 | 7.7 | 6.0 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 4.7 | 4.3 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 5.7 | 7.1 | 7.3 | 6.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.0 | 5.7 | 6.5 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.0 | 6.3 | 7.2 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.2 | 5.7 | 0.5 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.7 | 5.5 | 5.5 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 6.7 | 6.3 | 5.9 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 4.8 | 7.8 | 8.1 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.8 | 6.0 | 5.5 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 4.9 | 7.8 | 8.4 | 5.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.7 | 6.5 | 7.5 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.8 | 4.7 | 3.3 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 5.2 | 6.2 | 8.2 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.5 | 5.8 | 5.0 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.1 | 6.7 | 5.5 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.5 | 5.2 | 7.7 | 5.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 6.0 | 4.7 | 6.3 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 6.4 | 6.2 | 4.7 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 4.6 | 7.2 | 8.3 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.4 | 6.3 | 4.1 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.4 | 4.7 | 4.5 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.3 | 4.3 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 4.3 | 6.5 | 6.1 | 5.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.5 | 7.8 | 6.8 | 5.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.1 | 6.5 | 7.1 | 5.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 4.7 | 6.2 | 5.9 | 5.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.1 | 6.8 | 4.1 | 5.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 5.1 | 6.0 | 7.0 | 5.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.2 | 7.8 | 5.0 | 5.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.3 | 6.8 | 5.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 5.5 | 5.3 | 5.7 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.0 | 5.4 | 2.5 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 5.4 | 6.6 | 7.2 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.5 | 7.5 | 3.8 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.5 | 5.8 | 6.2 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 4.6 | 6.5 | 6.9 | 5.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.2 | 7.0 | 0.5 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.4 | 5.3 | 9.2 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.4 | 4.2 | 6.3 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 4.2 | 7.7 | 7.7 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 4.8 | 6.9 | 6.3 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 5.1 | 5.8 | 6.1 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.0 | 6.2 | 5.4 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 4.2 | 6.4 | 8.4 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 4.9 | 6.5 | 6.3 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.4 | 5.4 | 5.8 | 5.3 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 5.8 | 5.8 | 3.1 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 4.2 | 7.7 | 6.3 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.7 | 6.3 | 6.9 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 7.0 | 6.3 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.1 | 7.8 | 8.2 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 4.8 | 6.0 | 6.3 | 5.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 4.3 | 5.3 | 5.2 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 4.4 | 5.5 | 3.8 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.2 | 6.4 | 5.4 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.7 | 5.9 | 6.0 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.6 | 5.7 | 0.5 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.2 | 5.0 | 6.1 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 15%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.7 | 7.1 | 6.5 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.3 | 5.3 | 5.0 | 5.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.6 | 6.4 | 5.8 | 5.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 4.6 | 5.4 | 6.9 | 5.0 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.5 | 3.9 | 5.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.3 | 5.7 | 3.8 | 5.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 15%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.0 | 4.5 | 6.5 | 5.0 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.6 | 5.9 | 6.2 | 5.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.0 | 7.0 | 5.7 | 5.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.8 | 5.4 | 3.8 | 4.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 15%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 3.9 | 7.7 | 5.1 | 4.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.5 | 5.8 | 5.6 | 4.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.1 | 5.0 | 4.2 | 4.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 4.9 | 5.2 | 4.6 | 4.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 5.9 | 5.3 | 0.5 | 4.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 3.7 | 6.5 | 8.3 | 4.8 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 4.7 | 4.8 | 5.8 | 4.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 3.3 | 7.8 | 7.0 | 4.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.0 | 6.8 | 8.4 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 3.6 | 6.8 | 7.9 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 3.8 | 6.0 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 4.8 | 5.7 | 3.8 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.6 | 7.0 | 7.5 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 4.8 | 5.0 | 4.4 | 4.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.0 | 5.3 | 6.8 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.1 | 4.5 | 3.9 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.1 | 5.2 | 3.1 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 4.1 | 5.5 | 6.0 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 16%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 3.7 | 6.8 | 6.5 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 3.8 | 7.0 | 6.0 | 4.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 4.4 | 5.3 | 3.5 | 4.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 3.8 | 5.2 | 6.3 | 4.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.0 | 5.3 | 5.5 | 4.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.2 | 5.8 | 6.9 | 4.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.2 | 6.3 | 6.4 | 4.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.7 | 5.7 | 3.4 | 4.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.3 | 6.2 | 4.0 | 4.1 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 2.8 | 7.8 | 6.4 | 4.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 58%, Growth: 13%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.8 | 6.5 | 5.8 | 4.0 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.2 | 5.8 | 6.0 | 3.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 53%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 2.6 | 6.1 | 5.2 | 3.9 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 3.1 | 5.5 | 3.9 | 3.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.2 | 4.7 | 4.5 | 3.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.3 | 5.0 | 5.9 | 3.8 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 21%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 3.4 | 5.2 | 2.8 | 3.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 15%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.1 | 5.3 | 5.8 | 3.7 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.2 | 5.2 | 2.9 | 3.6 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 54%, Growth: 15%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.3 | 5.7 | 6.0 | 3.5 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 49%, Growth: 21%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 2.5 | 4.7 | 3.2 | 3.4 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 16%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 1.8 | 5.7 | 3.6 | 3.3 |
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π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 57%, Growth: 13%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.1 | 6.0 | 4.6 | 3.2 |
|
π Active Profile: Academic Research (Damodaran ROIC-focused) McKinsey ROIC persistence study + Damodaran value framework βοΈ Weights: Quality: 52%, Growth: 19%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 10.0 | 8.2 | 9.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.3 | 10.0 | 9.5 | 9.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.6 | 10.0 | 9.3 | 9.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 10.0 | 6.8 | 9.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 9.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.3 | 9.5 | 8.9 | 9.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.1 | 9.7 | 7.5 | 9.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.8 | 9.4 | 9.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 8.7 | 9.2 | 9.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.8 | 10.0 | 8.8 | 8.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 10.0 | 6.6 | 8.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.6 | 9.8 | 9.1 | 8.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.8 | 9.9 | 7.0 | 8.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.6 | 8.4 | 9.1 | 8.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.4 | 9.9 | 5.5 | 8.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.7 | 9.4 | 9.4 | 8.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.1 | 8.3 | 9.8 | 8.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.3 | 9.4 | 7.6 | 8.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 10.0 | 5.1 | 8.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 8.8 | 7.8 | 8.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 8.8 | 9.1 | 8.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.3 | 10.0 | 7.6 | 8.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 10.0 | 7.2 | 8.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.1 | 9.3 | 7.9 | 8.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.1 | 10.0 | 4.7 | 8.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.2 | 10.0 | 6.7 | 8.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.8 | 8.8 | 8.0 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.5 | 10.0 | 8.2 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 8.7 | 7.4 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.9 | 10.0 | 7.5 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.2 | 8.4 | 5.9 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.2 | 10.0 | 7.7 | 8.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 8.8 | 6.1 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.1 | 9.6 | 8.4 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.7 | 8.8 | 7.9 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.2 | 9.1 | 5.7 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.4 | 9.4 | 6.5 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 8.8 | 8.9 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.5 | 8.0 | 7.4 | 8.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.0 | 8.9 | 7.7 | 8.1 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.5 | 9.2 | 6.1 | 8.1 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.0 | 10.0 | 7.7 | 8.1 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.0 | 9.6 | 6.5 | 8.1 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.6 | 7.1 | 8.1 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.8 | 8.7 | 8.9 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.7 | 9.8 | 7.5 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 6.1 | 10.0 | 8.1 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.8 | 10.0 | 8.0 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 8.9 | 7.4 | 8.6 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 7.9 | 8.4 | 8.0 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 7.0 | 10.0 | 6.3 | 8.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 6.0 | 9.8 | 6.0 | 7.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.7 | 10.0 | 8.9 | 7.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.0 | 9.1 | 7.7 | 7.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.2 | 9.1 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 7.1 | 9.1 | 6.2 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.1 | 8.6 | 8.2 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.4 | 6.9 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 6.8 | 8.7 | 8.7 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.8 | 10.0 | 8.4 | 7.8 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.0 | 7.7 | 7.7 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.2 | 8.0 | 4.9 | 7.7 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.4 | 8.0 | 7.7 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.8 | 8.1 | 7.8 | 7.7 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.9 | 7.2 | 8.2 | 7.6 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 8.8 | 7.4 | 7.6 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.4 | 9.6 | 5.9 | 7.6 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.0 | 8.4 | 7.0 | 7.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.5 | 8.7 | 7.0 | 7.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.3 | 8.7 | 4.7 | 7.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.9 | 7.3 | 5.2 | 7.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.1 | 8.2 | 6.2 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.3 | 8.4 | 7.2 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.6 | 9.3 | 8.3 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.7 | 9.8 | 6.3 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 7.8 | 6.7 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.6 | 9.1 | 4.2 | 7.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.7 | 9.4 | 8.3 | 7.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 7.3 | 6.9 | 7.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.4 | 7.2 | 7.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.7 | 7.6 | 8.8 | 7.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.0 | 4.5 | 7.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.9 | 9.7 | 3.8 | 7.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 6.7 | 7.3 | 7.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.8 | 7.8 | 4.9 | 7.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.4 | 9.4 | 5.7 | 7.3 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.8 | 8.2 | 6.1 | 7.2 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.6 | 8.1 | N/A | 7.2 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 34%, Growth: 54%, Valuation: 12%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.5 | 7.5 | 7.9 | 7.2 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.9 | 6.9 | 7.7 | 7.2 |
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π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.0 | 8.7 | 7.1 | 7.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.5 | 8.4 | 7.3 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.9 | 9.9 | 7.0 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.6 | 7.9 | 0.5 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.3 | 10.0 | 8.2 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 6.7 | 6.9 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.9 | 7.3 | 6.9 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.4 | 9.9 | 6.8 | 7.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.9 | 7.1 | 7.3 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.2 | 7.0 | 7.6 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.7 | 6.6 | 7.0 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 5.3 | 9.8 | 5.1 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 7.0 | 7.0 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 5.3 | 9.1 | 7.7 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.5 | 7.0 | 6.6 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 6.1 | 5.2 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 7.8 | 6.0 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 5.3 | 9.2 | 6.5 | 7.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.1 | 7.5 | 6.2 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 6.2 | 7.5 | 8.2 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.2 | 6.2 | 4.5 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.2 | 8.3 | 5.9 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.1 | 9.4 | 7.5 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.6 | 7.4 | 5.7 | 6.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.9 | 8.2 | 6.9 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.6 | 7.8 | 8.4 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 6.3 | 6.8 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.8 | 7.5 | 6.7 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.7 | 8.7 | 7.1 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.7 | 7.4 | 7.5 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 6.0 | 8.1 | 6.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.8 | 7.8 | 7.2 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.0 | 6.7 | 5.4 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 6.5 | 7.1 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 5.1 | 9.2 | 7.9 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 6.2 | 7.5 | 7.3 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.1 | 9.0 | 8.3 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.7 | 5.9 | 7.1 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.7 | 6.2 | 6.3 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.4 | 8.2 | 7.2 | 6.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.6 | 6.2 | 5.3 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 7.0 | 7.0 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.5 | 9.2 | 8.4 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 6.5 | 8.2 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.9 | 5.6 | 6.0 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 8.0 | 6.5 | 4.8 | 6.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 6.3 | 7.0 | 7.0 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.1 | 7.1 | 7.3 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.9 | 6.4 | 6.5 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.4 | 7.5 | 6.4 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.8 | 8.0 | 6.2 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.0 | 5.6 | 8.5 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 6.9 | 6.5 | 6.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.7 | 5.5 | 5.8 | 6.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 5.2 | 6.0 | 6.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 5.2 | 5.7 | 6.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 4.4 | 9.9 | 6.4 | 6.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.1 | 7.6 | 5.4 | 6.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.1 | 7.2 | 5.4 | 6.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.0 | 5.6 | 5.8 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.7 | 7.4 | 6.3 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 6.2 | 6.8 | 6.1 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.5 | 7.0 | 6.9 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.0 | 6.6 | 7.7 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.5 | 7.3 | 6.3 | 6.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.0 | 6.0 | 9.2 | 6.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.2 | 6.2 | 4.9 | 6.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.4 | 6.8 | 6.3 | 6.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.8 | 5.8 | 3.8 | 6.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.2 | 5.6 | 6.5 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.3 | 6.1 | 5.9 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.3 | 5.8 | 5.0 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.2 | 6.0 | 5.5 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.5 | 5.7 | 5.2 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.5 | 5.5 | 4.9 | 5.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 7.0 | 6.1 | 4.7 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.9 | 5.6 | 5.5 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.6 | 6.6 | 6.0 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.5 | 7.5 | 0.5 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.6 | 6.5 | 6.3 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.2 | 6.3 | 6.9 | 5.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.1 | 7.4 | 5.8 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 6.1 | 5.5 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.8 | 5.7 | 6.2 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.3 | 6.8 | 5.0 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.7 | 4.5 | 4.6 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.5 | 6.6 | 6.8 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.5 | 5.7 | 0.5 | 5.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.3 | 6.9 | 6.3 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.9 | 6.6 | 3.8 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.1 | 5.5 | 4.9 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 6.1 | 5.4 | 5.7 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.5 | 6.8 | 6.0 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.0 | 5.5 | 5.1 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.8 | 6.1 | 3.9 | 5.6 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.5 | 5.9 | 5.6 | 5.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.4 | 5.3 | 5.5 | 5.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.2 | 5.7 | 5.0 | 5.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.6 | 5.9 | 6.1 | 5.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 5.8 | 4.3 | 5.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.6 | 7.7 | 6.4 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.5 | 5.7 | 3.1 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.7 | 5.5 | 3.8 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 6.1 | 5.5 | 4.6 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.1 | 4.6 | 4.5 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.4 | 5.6 | 6.5 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.2 | 5.3 | 6.3 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.5 | 5.7 | 5.5 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.4 | 6.0 | 6.9 | 5.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.9 | 5.9 | 4.1 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 4.6 | 4.3 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.9 | 5.1 | 5.8 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.8 | 6.3 | 4.0 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 6.5 | 6.5 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.8 | 4.3 | 6.3 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.4 | 6.0 | 5.8 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.7 | 5.7 | 3.5 | 5.3 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.8 | 5.4 | 6.8 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.9 | 7.8 | 5.8 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.9 | 5.3 | 4.2 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.5 | 6.0 | 4.1 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.9 | 5.2 | 2.5 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 5.2 | 5.8 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.7 | 5.5 | 3.8 | 5.2 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.8 | 5.3 | 4.4 | 5.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 43%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 2.9 | 7.4 | 3.6 | 5.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.6 | 3.9 | 5.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.5 | 4.5 | 3.3 | 5.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 2.1 | 6.6 | 6.0 | 5.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 27%, Growth: 44%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.4 | 8.1 | 4.6 | 5.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.5 | 5.7 | 3.9 | 5.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.5 | 7.0 | 3.4 | 5.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 35%, Growth: 33%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.9 | 5.6 | 0.5 | 5.0 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.7 | 5.3 | 6.0 | 4.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 28%, Growth: 46%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 3.9 | 5.2 | 6.0 | 4.9 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.2 | 5.4 | 0.5 | 4.8 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 36%, Growth: 33%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 3.0 | 6.0 | 5.2 | 4.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.3 | 5.2 | 3.1 | 4.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.4 | 4.1 | 6.0 | 4.7 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 38%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.6 | 4.9 | 4.5 | 4.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.5 | 5.0 | 5.9 | 4.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 29%, Growth: 46%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 4.2 | 5.5 | 2.8 | 4.5 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.9 | 5.5 | 2.9 | 4.4 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 31%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 3.2 | 4.9 | 3.2 | 4.1 |
|
π Active Profile: Growth-Based Research (S&P 500 Empirical) Chart analysis: Revenue > Profit growth for share price gains βοΈ Weights: Quality: 32%, Growth: 37%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.8 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 9.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.6 | 9.5 | 9.3 | 9.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.0 | 8.2 | 9.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.2 | 9.2 | 9.5 | 9.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 9.3 | 6.8 | 8.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 8.2 | 9.2 | 8.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.4 | 8.8 | 8.9 | 8.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 8.0 | 9.7 | 8.8 | 8.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.2 | 9.1 | 9.4 | 8.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.2 | 8.7 | 7.5 | 8.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.8 | 10.0 | 7.6 | 8.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.6 | 8.0 | 9.1 | 8.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.3 | 6.6 | 8.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.0 | 8.8 | 9.4 | 8.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.1 | 7.8 | 9.8 | 8.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 9.8 | 7.2 | 8.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 8.2 | 8.9 | 7.0 | 8.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 8.4 | 7.8 | 8.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.5 | 9.0 | 9.1 | 8.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 8.2 | 9.1 | 8.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.6 | 8.9 | 5.5 | 8.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.0 | 8.7 | 7.9 | 8.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.0 | 9.7 | 4.7 | 8.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.3 | 8.4 | 7.6 | 8.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.8 | 5.1 | 8.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 8.4 | 6.1 | 8.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.5 | 8.3 | 8.9 | 8.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.1 | 9.3 | 6.7 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.1 | 8.2 | 7.1 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 8.0 | 7.4 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.2 | 7.7 | 5.9 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.6 | 8.3 | 7.9 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.5 | 7.4 | 7.4 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.6 | 8.0 | 8.0 | 8.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.6 | 9.2 | 8.2 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.5 | 8.6 | 6.1 | 7.9 |
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π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 8.9 | 7.2 | 8.6 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.8 | 7.5 | 8.4 | 7.9 |
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π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.2 | 8.2 | 5.7 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.1 | 9.2 | 7.7 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.9 | 9.1 | 7.5 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.0 | 8.2 | 7.7 | 7.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.2 | 8.5 | 8.4 | 7.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.6 | 6.9 | 9.1 | 7.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.1 | 9.2 | 7.7 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.2 | 7.7 | 7.7 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.9 | 7.2 | 8.2 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.6 | 8.8 | 7.5 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.9 | 7.8 | 8.9 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.4 | 7.2 | 8.0 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.9 | 9.3 | 8.0 | 7.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.3 | 7.7 | 4.9 | 7.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.4 | 7.8 | 6.5 | 7.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.8 | 6.8 | 6.9 | 7.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.5 | 9.1 | 8.9 | 7.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.9 | 7.7 | 7.8 | 7.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 7.2 | 8.3 | 6.2 | 7.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 8.2 | 7.4 | 7.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 7.4 | 6.7 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.7 | 9.2 | 6.3 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.2 | 6.5 | 7.3 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 6.8 | 8.2 | 7.7 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 7.2 | 6.9 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.9 | 8.1 | 6.5 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 9.0 | 6.7 | 5.2 | 7.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 7.8 | 7.9 | 7.0 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.4 | 8.2 | 7.0 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 6.7 | 7.8 | 8.7 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 6.0 | 8.7 | 8.1 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.0 | 7.5 | 8.2 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.1 | 8.2 | 4.7 | 7.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.3 | 6.6 | 7.7 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 5.8 | 8.4 | 6.0 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.5 | 7.5 | 7.2 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.8 | 7.6 | 6.2 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.5 | 7.3 | 7.9 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.6 | 8.2 | 4.2 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.0 | 7.7 | 4.5 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.6 | 6.8 | 7.2 | 7.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.8 | 8.7 | 8.4 | 7.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.2 | 7.0 | 7.6 | 7.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.9 | 6.8 | 8.8 | 7.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 6.5 | 6.9 | 7.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.0 | 7.2 | 6.9 | 7.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.2 | 8.4 | 5.9 | 7.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.7 | 7.5 | 0.5 | 7.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.6 | 5.8 | 4.5 | 7.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.8 | 8.2 | 8.3 | 7.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.8 | 6.9 | 7.3 | 7.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 6.7 | 7.0 | 6.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.8 | 7.0 | 4.9 | 6.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.5 | 6.3 | 7.0 | 6.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 5.7 | 5.2 | 6.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.6 | 7.7 | 8.3 | 6.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.9 | 6.2 | 5.3 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.8 | 8.4 | 6.3 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 6.0 | 6.8 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.0 | 6.7 | 5.4 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.6 | 7.5 | 7.3 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.4 | 6.3 | 6.6 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.2 | 6.9 | 6.2 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.3 | 5.5 | 8.1 | 6.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.1 | 5.7 | 6.0 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 4.9 | 8.0 | 7.1 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.0 | 8.2 | 3.8 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.4 | 6.2 | 7.1 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.0 | 7.0 | 6.0 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.8 | 6.8 | 6.1 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.7 | 8.5 | 6.8 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 8.2 | 6.3 | 4.8 | 6.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.5 | 8.7 | 8.2 | 6.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.6 | 7.0 | 7.3 | 6.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.4 | 7.2 | N/A | 6.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 51%, Valuation: 11%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 6.4 | 8.2 | 6.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.4 | 5.9 | 6.3 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 7.9 | 5.5 | 8.5 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 6.8 | 6.5 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.5 | 7.8 | 5.7 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.6 | 6.5 | 5.7 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.9 | 7.6 | 7.1 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.8 | 6.2 | 6.5 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 5.5 | 8.4 | 5.1 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.8 | 8.6 | 7.0 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 5.2 | 8.0 | 7.7 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.4 | 5.4 | 7.1 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.0 | 6.6 | 7.0 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.9 | 6.5 | 6.7 | 6.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.5 | 5.0 | 5.7 | 6.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.7 | 6.8 | 7.2 | 6.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 6.0 | 6.8 | 6.9 | 6.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 5.9 | 6.9 | 7.3 | 6.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 5.8 | 6.5 | 8.2 | 6.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 5.0 | 6.0 | 6.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.0 | 6.4 | 6.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.0 | 7.2 | 5.9 | 6.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.5 | 6.5 | 7.5 | 6.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.6 | 6.6 | 8.4 | 6.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.3 | 7.3 | 8.3 | 6.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.4 | 5.1 | 5.8 | 6.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 5.3 | 7.7 | 6.5 | 6.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 5.2 | 7.7 | 7.9 | 6.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.4 | 6.9 | 7.2 | 6.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 4.9 | 7.8 | 7.5 | 6.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.8 | 5.2 | 5.8 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.4 | 7.7 | 8.4 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 6.1 | 6.0 | 7.0 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.3 | 6.8 | 5.4 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.8 | 6.7 | 6.3 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.2 | 5.7 | 9.2 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.7 | 6.3 | 6.9 | 6.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.8 | 7.0 | 6.2 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.1 | 6.2 | 5.4 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 6.3 | 6.0 | 6.1 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.7 | 6.7 | 6.3 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.3 | 5.8 | 5.9 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.1 | 6.0 | 5.5 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.9 | 6.8 | 5.0 | 5.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 6.9 | 5.8 | 4.9 | 5.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 4.3 | 8.6 | 6.4 | 5.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 4.8 | 5.8 | 7.7 | 5.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.8 | 5.2 | 3.8 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 5.1 | 6.2 | 6.3 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 7.0 | 5.7 | 4.7 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.2 | 5.2 | 6.5 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.3 | 5.3 | 4.9 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.7 | 5.4 | 5.5 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.2 | 5.3 | 5.0 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.0 | 6.1 | 5.5 | 5.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.2 | 6.1 | 6.3 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.6 | 5.0 | 5.2 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 5.1 | 5.3 | 6.2 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.1 | 5.0 | 4.9 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.5 | 4.3 | 4.6 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.0 | 5.3 | 5.1 | 5.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 5.0 | 6.4 | 6.0 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.2 | 7.0 | 0.5 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.4 | 5.2 | 0.5 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.4 | 5.1 | 5.5 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 6.3 | 4.8 | 5.7 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 5.7 | 4.3 | 5.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.6 | 6.5 | 5.8 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.4 | 5.7 | 6.0 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.4 | 5.8 | 6.8 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.3 | 5.7 | 4.1 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.7 | 4.8 | 6.3 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.9 | 6.3 | 6.5 | 5.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.9 | 5.2 | 3.1 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.0 | 5.5 | 6.9 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.5 | 5.5 | 5.6 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 4.5 | 4.3 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.0 | 5.7 | 3.8 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.0 | 4.5 | 4.5 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.9 | 5.8 | 5.8 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.2 | 5.0 | 5.0 | 5.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.8 | 6.0 | 4.1 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 5.0 | 5.2 | 3.9 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 6.1 | 5.0 | 4.6 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.5 | 5.6 | 6.9 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.8 | 4.0 | 6.3 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.2 | 5.0 | 2.5 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.7 | 5.0 | 5.5 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.3 | 5.2 | 6.1 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 35%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.4 | 4.8 | 6.5 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 4.0 | 6.7 | 6.4 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.5 | 5.0 | 3.8 | 5.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 35%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.1 | 5.9 | 6.3 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.6 | 4.4 | 3.3 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.8 | 6.0 | 4.0 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.4 | 5.0 | 5.8 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.9 | 4.5 | 5.8 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.5 | 5.2 | 3.9 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.6 | 5.2 | 6.8 | 5.1 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.9 | 5.0 | 3.5 | 5.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 2.4 | 5.2 | 6.0 | 5.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 31%, Growth: 44%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.9 | 4.7 | 4.2 | 5.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.8 | 4.7 | 4.4 | 5.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 40%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.2 | 5.4 | 3.8 | 5.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 35%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 3.7 | 6.2 | 3.6 | 4.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.0 | 5.2 | 6.0 | 4.9 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.5 | 5.0 | 0.5 | 4.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 39%, Growth: 31%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 2.7 | 5.7 | 6.0 | 4.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 30%, Growth: 41%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.6 | 5.3 | 3.9 | 4.8 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 6.4 | 5.8 | 4.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.6 | 5.2 | 0.5 | 4.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.7 | 6.4 | 3.4 | 4.7 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 38%, Growth: 31%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.3 | 4.8 | 3.1 | 4.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 3.4 | 5.5 | 5.2 | 4.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.6 | 7.1 | 4.6 | 4.6 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 3.2 | 4.7 | 5.9 | 4.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 32%, Growth: 43%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.1 | 3.7 | 6.0 | 4.5 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 36%, Growth: 35%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 3.0 | 4.5 | 4.5 | 4.4 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 33%, Growth: 39%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 4.3 | 5.0 | 2.8 | 4.3 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 35%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 4.0 | 5.0 | 2.9 | 4.2 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 34%, Growth: 35%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 3.2 | 4.5 | 3.2 | 4.0 |
|
π Active Profile: Novy-Marx Profitability Model (2023) Gross profitability has same predictive power as book-to-market. Quality + Value balanced approach. βοΈ Weights: Quality: 35%, Growth: 34%, Valuation: 16%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.0 | 8.2 | 9.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 9.0 | 9.2 | 9.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.5 | 9.1 | 9.5 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.7 | 9.4 | 9.3 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.8 | 8.4 | 9.1 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.6 | 8.5 | 8.9 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.4 | 9.1 | 6.8 | 8.8 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 8.0 | 9.8 | 8.8 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.2 | 8.6 | 7.5 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 8.7 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.5 | 9.4 | 8.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.2 | 7.8 | 8.5 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.7 | 6.6 | 8.5 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 8.9 | 9.1 | 8.4 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.9 | 9.1 | 9.4 | 8.3 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.9 | 8.8 | 7.0 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.5 | 9.4 | 8.8 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.9 | 7.4 | 7.4 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.2 | 7.5 | 8.6 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.5 | 7.3 | 5.9 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.5 | 8.8 | 5.5 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.2 | 6.1 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.1 | 7.6 | 7.4 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 8.8 | 7.9 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.3 | 10.0 | 7.6 | 8.1 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.4 | 9.1 | 9.1 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.6 | 7.3 | 9.1 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.9 | 8.2 | 8.2 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.8 | 9.4 | 4.7 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.4 | 8.8 | 7.9 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.6 | 8.0 | 8.0 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.5 | 6.9 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.3 | 8.0 | 7.6 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.8 | 7.8 | 8.4 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.0 | 8.7 | 7.1 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.8 | 5.1 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.4 | 8.3 | 4.9 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 9.7 | 7.2 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.6 | 7.9 | 7.7 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.6 | 8.0 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 8.8 | 8.9 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.4 | 8.0 | 5.7 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.0 | 7.6 | 7.3 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.8 | 7.2 | 5.2 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.7 | 8.9 | 6.1 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.3 | 8.3 | 7.7 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.9 | 6.8 | 5.2 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.8 | 7.7 | 6.9 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.7 | 7.7 | 6.9 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.1 | 6.7 | 4.5 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.0 | 8.1 | 6.7 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.0 | 8.9 | 6.7 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.4 | 8.2 | 4.5 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.0 | 7.2 | 6.5 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.5 | 8.0 | 8.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.1 | 8.8 | 8.2 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.3 | 7.9 | 7.0 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.3 | 6.4 | 6.0 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 7.4 | 7.5 | 7.3 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.9 | 7.6 | 0.5 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.2 | 7.2 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.0 | 7.9 | 7.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.6 | 7.9 | 7.8 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.5 | 8.1 | 7.6 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.6 | 7.3 | 7.0 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.7 | 8.5 | 7.5 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.0 | 7.9 | 8.4 | 7.2 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.9 | 7.0 | 7.7 | 7.2 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.3 | 7.7 | 7.7 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.2 | 8.7 | 4.7 | 7.2 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.8 | 7.2 | 5.3 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.6 | 7.8 | 6.2 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.9 | 8.7 | 7.7 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.2 | 7.7 | 6.9 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.5 | 8.6 | 7.5 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 8.9 | 7.4 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.1 | 7.1 | 7.0 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 6.9 | 8.2 | 6.2 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.8 | 5.4 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 6.9 | 8.8 | 7.7 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.2 | 8.5 | 7.0 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.1 | 5.8 | 6.0 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.5 | 6.5 | 8.5 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 9.1 | 8.0 | 4.2 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 7.0 | 6.8 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.8 | 6.3 | 8.1 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.6 | 8.8 | 8.9 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.3 | 7.0 | 4.9 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.4 | 5.8 | 5.7 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.8 | 7.4 | 8.2 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.8 | 7.7 | 6.5 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.4 | 7.2 | 8.8 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.0 | 7.7 | 7.2 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 6.3 | 7.5 | 8.7 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.9 | 6.8 | 8.2 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.8 | 7.0 | 7.1 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.6 | 6.7 | 6.3 | 6.7 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.3 | 6.0 | 7.1 | 6.7 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.7 | 7.0 | 4.8 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.4 | 6.7 | 6.6 | 6.7 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.7 | 8.6 | 6.3 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.4 | 8.7 | 8.0 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.3 | 5.7 | 5.8 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.7 | 7.2 | 6.5 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 5.3 | 7.5 | 6.0 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.6 | 7.3 | 7.1 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.1 | 6.3 | 6.1 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.6 | 7.0 | 6.2 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 7.9 | 7.3 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 7.6 | 6.5 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.2 | 6.9 | 6.0 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.6 | 5.8 | 5.8 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.3 | 7.0 | 5.7 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.7 | 4.6 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.7 | 6.2 | N/A | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 46%, Growth: 34%, Valuation: 20%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 5.5 | 7.8 | 8.1 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.2 | 7.9 | 5.9 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.1 | 6.7 | 7.0 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.2 | 6.8 | 8.3 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.6 | 6.8 | 5.5 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.3 | 7.2 | 8.3 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.5 | 6.6 | 6.7 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.2 | 7.3 | 3.8 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 5.7 | 7.2 | 7.3 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.2 | 7.8 | 8.4 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.4 | 6.4 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.2 | 6.9 | 7.3 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 5.7 | 6.1 | 8.2 | 6.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.4 | 5.8 | 0.5 | 6.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.8 | 5.9 | 5.5 | 6.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.4 | 6.1 | 4.9 | 6.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.3 | 6.5 | 7.2 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.2 | 4.8 | 4.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.1 | 5.8 | 6.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.2 | 6.3 | 7.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.0 | 6.5 | 4.9 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.1 | 5.5 | 3.8 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.5 | 6.5 | 7.1 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.0 | 6.0 | 5.9 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.2 | 6.1 | 5.1 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.1 | 5.2 | 4.9 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.4 | 6.3 | 6.9 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.4 | 5.5 | 7.7 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.1 | 7.5 | 6.3 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.6 | 7.0 | 5.7 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.0 | 5.2 | 5.2 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 5.7 | 5.8 | 7.0 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.5 | 6.0 | 6.2 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.5 | 5.8 | 5.5 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.9 | 5.8 | 5.0 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.0 | 6.3 | 8.4 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.9 | 7.6 | 6.8 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.3 | 4.8 | 4.3 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.1 | 6.3 | 5.9 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 6.6 | 5.5 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 6.6 | 6.3 | 4.7 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.7 | 7.8 | 8.2 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.6 | 6.0 | 5.4 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 4.7 | 7.5 | 7.7 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.9 | 5.2 | 9.2 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.7 | 5.0 | 3.3 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.8 | 6.0 | 5.4 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 4.8 | 7.5 | 5.1 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.2 | 4.3 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 5.7 | 5.8 | 6.1 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 5.7 | 5.3 | 5.7 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.1 | 7.7 | 5.0 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.8 | 5.7 | 6.2 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.3 | 7.0 | 6.3 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.7 | 5.0 | 6.3 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.4 | 7.0 | 0.5 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.1 | 6.1 | 6.9 | 5.4 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.0 | 6.7 | 4.1 | 5.4 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.2 | 6.5 | 6.3 | 5.4 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.7 | 4.0 | 6.3 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.9 | 5.5 | 2.5 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.2 | 7.7 | 7.0 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.2 | 6.5 | 6.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.2 | 5.8 | 6.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 5.9 | 6.4 | 7.2 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.4 | 6.5 | 8.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.1 | 5.7 | 3.1 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 4.4 | 6.8 | 7.9 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.2 | 5.2 | 3.8 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 21%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.4 | 6.8 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.0 | 5.2 | 6.9 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.6 | 4.3 | 3.9 | 5.1 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.1 | 5.7 | 5.6 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.8 | 5.2 | 5.0 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.4 | 6.7 | 5.8 | 5.1 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.2 | 5.5 | 5.8 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.7 | 6.6 | 4.1 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.4 | 5.2 | 6.1 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 21%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.5 | 5.8 | 3.8 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 21%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 4.6 | 6.8 | 6.5 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.0 | 5.8 | 3.9 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.8 | 6.8 | 8.4 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 5.5 | 5.2 | 4.6 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.4 | 5.6 | 6.0 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 4.4 | 7.0 | 7.5 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 4.9 | 5.5 | 6.0 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.5 | 7.1 | 6.5 | 5.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.2 | 4.5 | 6.5 | 5.0 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.3 | 4.7 | 5.8 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.8 | 5.8 | 0.5 | 4.9 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.5 | 4.8 | 4.2 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.4 | 5.2 | 6.8 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.9 | 5.2 | 5.5 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.1 | 5.2 | 3.5 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.3 | 5.5 | 3.8 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.9 | 5.8 | 6.9 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.1 | 6.3 | 6.0 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.3 | 4.8 | 4.4 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.4 | 5.2 | 6.0 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 37%, Growth: 29%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.0 | 5.5 | 0.5 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.1 | 5.2 | 6.3 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 3.6 | 7.7 | 6.4 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.1 | 6.2 | 4.0 | 4.7 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.4 | 6.3 | 5.8 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 26%, Valuation: 19%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.2 | 5.2 | 3.1 | 4.6 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.3 | 3.6 | 6.0 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 40%, Growth: 22%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.3 | 6.3 | 6.4 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 43%, Growth: 18%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.4 | 4.5 | 4.5 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.7 | 5.5 | 3.4 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 3.8 | 5.5 | 3.9 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.4 | 5.0 | 5.9 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 29%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 2.3 | 5.5 | 3.6 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 2.7 | 5.7 | 5.2 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.6 | 5.5 | 6.0 | 4.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 35%, Growth: 26%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 3.8 | 5.2 | 2.8 | 4.1 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 21%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.6 | 5.2 | 5.8 | 3.9 |
|
π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 42%, Growth: 18%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.5 | 5.2 | 2.9 | 3.9 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 21%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 2.9 | 4.5 | 3.2 | 3.9 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 39%, Growth: 21%, Valuation: 25%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.5 | 5.8 | 4.6 | 3.5 |
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π Active Profile: Fama-French Five-Factor Model Academic gold standard: Size, Value, Profitability, Investment, Momentum. Explains 90%+ of returns. βοΈ Weights: Quality: 38%, Growth: 25%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 9.2 | 9.2 | 9.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.9 | 8.2 | 9.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.6 | 8.6 | 9.1 | 9.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.6 | 9.4 | 9.3 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.3 | 9.1 | 9.5 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.1 | 8.1 | 9.8 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.3 | 8.5 | 8.9 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.4 | 9.1 | 6.8 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.1 | 8.4 | 7.5 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.6 | 9.4 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.4 | 7.8 | 8.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 9.1 | 9.1 | 8.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.8 | 6.6 | 8.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 8.9 | 7.6 | 8.6 | 8.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.2 | 7.2 | 5.9 | 8.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.4 | 6.1 | 8.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.4 | 7.5 | 7.4 | 8.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.7 | 9.2 | 9.4 | 8.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.4 | 8.7 | 5.5 | 8.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.5 | 6.9 | 8.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 8.9 | 7.9 | 8.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.5 | 9.1 | 8.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.9 | 8.3 | 8.2 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.8 | 9.4 | 8.8 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 6.9 | 5.2 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.7 | 9.2 | 9.1 | 8.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.8 | 8.7 | 7.0 | 8.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 7.6 | 7.4 | 8.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.7 | 5.1 | 8.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.9 | 7.2 | 5.2 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.8 | 8.0 | 8.0 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 7.8 | 7.3 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.2 | 8.5 | 4.9 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 7.9 | 8.4 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.8 | 8.0 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.2 | 7.8 | 7.6 | 8.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.1 | 9.4 | 4.7 | 7.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.8 | 7.1 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.7 | 9.0 | 7.9 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.2 | 7.8 | 5.7 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 9.7 | 7.2 | 7.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.5 | 9.0 | 6.1 | 7.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.5 | 7.7 | 7.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 9.0 | 8.9 | 7.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 7.9 | 6.9 | 7.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.1 | 6.7 | 4.5 | 7.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.0 | 7.9 | 7.7 | 7.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.8 | 7.5 | 7.0 | 7.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.3 | 10.0 | 7.6 | 7.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 7.7 | 6.9 | 7.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 8.2 | 6.7 | 7.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.3 | 7.0 | 6.5 | 7.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.4 | 7.2 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.8 | 8.0 | 8.9 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.8 | 6.7 | 6.0 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.3 | 8.4 | 4.5 | 7.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.6 | 7.5 | 5.3 | 7.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.7 | 8.3 | 7.5 | 7.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.5 | 7.7 | 0.5 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.2 | 8.7 | 6.7 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.1 | 8.0 | 7.0 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.8 | 7.1 | 7.7 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.7 | 8.1 | 7.8 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 5.8 | 5.7 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.9 | 6.4 | 8.1 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.3 | 8.4 | 7.6 | 7.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.0 | 7.8 | 8.4 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.4 | 8.9 | 4.7 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.1 | 7.8 | 6.2 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.5 | 7.1 | 6.8 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 5.8 | 6.0 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.7 | 5.8 | 5.8 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.7 | 6.8 | 6.3 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 7.2 | 7.0 | 7.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.1 | 7.4 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.7 | 6.1 | 7.1 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.8 | 5.4 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.1 | 8.5 | 7.7 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.0 | 7.3 | 8.2 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.5 | 8.7 | 7.0 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.9 | 7.9 | 6.9 | 7.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.1 | 6.6 | 8.5 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.5 | 8.1 | 7.9 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.5 | 8.7 | 8.2 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.5 | 6.7 | 6.6 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.8 | 8.5 | 7.5 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.9 | 7.4 | 7.3 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.0 | 7.4 | 6.5 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.6 | 7.1 | 8.8 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.8 | 8.8 | 8.9 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.9 | 7.2 | 4.8 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.0 | 7.6 | 7.7 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 7.0 | 8.3 | 6.2 | 7.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 7.2 | 7.1 | 6.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.6 | 6.9 | 4.9 | 6.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.6 | 7.8 | 4.2 | 6.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 8.0 | 7.2 | 6.5 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.2 | 7.7 | 7.2 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 6.8 | 7.4 | 8.7 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.0 | 8.8 | 7.7 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.0 | 5.8 | 5.8 | 6.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.0 | 7.1 | 6.2 | 6.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.7 | 4.8 | 4.6 | 6.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.7 | 7.0 | 5.7 | 6.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 6.9 | 6.0 | 6.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 6.8 | 8.2 | 6.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.8 | 8.6 | 8.0 | 6.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 7.1 | 8.3 | 6.3 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.6 | 6.2 | 6.1 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 5.9 | 7.3 | 6.0 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.6 | 5.3 | 4.9 | 6.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 6.8 | 7.0 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 7.9 | 6.5 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.4 | 7.7 | 5.9 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.5 | 5.9 | 0.5 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.5 | 6.6 | 8.3 | 6.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 6.3 | 6.0 | 8.2 | 6.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.8 | 6.5 | 6.7 | 6.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 6.0 | 7.5 | 8.1 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.7 | 6.3 | 7.2 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.7 | 6.3 | 7.5 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 6.3 | 7.1 | 7.3 | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.6 | 6.0 | N/A | 6.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 67%, Growth: 13%, Valuation: 20%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.2 | 6.6 | 4.9 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.3 | 5.9 | 5.0 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.4 | 6.8 | 7.3 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.3 | 5.9 | 6.5 | 6.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 6.0 | 6.1 | 5.5 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.7 | 7.1 | 3.8 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.5 | 7.5 | 6.4 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.0 | 8.2 | 7.3 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.6 | 5.5 | 3.8 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.1 | 6.2 | 4.9 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.3 | 6.9 | 5.5 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 6.2 | 5.8 | 7.0 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 4.9 | 4.3 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.5 | 6.9 | 8.3 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.1 | 6.2 | 5.1 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 7.1 | 6.4 | 4.7 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.8 | 7.5 | 8.4 | 6.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.0 | 7.3 | 7.1 | 5.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.2 | 4.9 | 4.5 | 5.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.4 | 5.3 | 5.2 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.1 | 6.4 | 5.9 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.7 | 6.2 | 6.9 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.5 | 5.0 | 3.3 | 5.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 6.1 | 5.4 | 5.7 | 5.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.0 | 6.0 | 5.4 | 5.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.3 | 5.8 | 5.5 | 5.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.3 | 7.4 | 6.8 | 5.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.1 | 5.8 | 5.9 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 6.0 | 5.7 | 6.1 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.4 | 6.2 | 7.1 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.4 | 6.2 | 8.4 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.9 | 6.1 | 6.2 | 5.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 6.8 | 5.5 | 5.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.5 | 7.3 | 6.3 | 5.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.6 | 4.1 | 6.3 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.3 | 6.7 | 5.7 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.0 | 5.3 | 7.7 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.2 | 7.5 | 8.2 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.4 | 4.3 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.4 | 6.3 | 7.2 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.4 | 5.8 | 3.1 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 5.3 | 7.4 | 7.7 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.2 | 5.3 | 5.0 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.0 | 6.0 | 5.4 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.7 | 5.2 | 9.2 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.7 | 5.3 | 3.8 | 5.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 53%, Growth: 8%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.6 | 6.6 | 6.3 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.4 | 6.1 | 6.9 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.5 | 7.0 | 0.5 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.9 | 5.6 | 2.5 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 5.1 | 7.3 | 5.1 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 6.0 | 5.2 | 4.6 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.8 | 4.7 | 5.8 | 5.4 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.5 | 6.4 | 6.3 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.3 | 5.8 | 6.3 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.3 | 5.2 | 6.9 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.7 | 5.1 | 6.1 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 53%, Growth: 8%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 5.0 | 6.5 | 7.9 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.8 | 6.2 | 8.3 | 5.3 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.2 | 4.9 | 6.3 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.8 | 6.8 | 4.1 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.5 | 5.4 | 6.0 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.6 | 5.3 | 6.8 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.4 | 5.7 | 5.6 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.8 | 4.9 | 4.2 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.8 | 5.8 | 3.8 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 53%, Growth: 8%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.4 | 6.5 | 8.4 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.9 | 5.9 | 0.5 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.4 | 5.6 | 5.8 | 5.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.8 | 7.4 | 7.0 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.1 | 8.0 | 5.0 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.3 | 4.4 | 6.5 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.6 | 4.2 | 3.9 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.5 | 7.2 | 6.3 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.8 | 5.5 | 6.2 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.7 | 4.9 | 4.4 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.5 | 5.3 | 3.5 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.8 | 5.5 | 3.8 | 5.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.3 | 5.3 | 5.5 | 5.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.8 | 3.9 | 5.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.2 | 5.6 | 0.5 | 5.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 5.1 | 6.5 | 6.5 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.7 | 5.3 | 6.8 | 4.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.5 | 6.9 | 4.1 | 4.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.0 | 6.7 | 7.5 | 4.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.4 | 3.7 | 6.0 | 4.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 8%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.2 | 5.8 | 6.9 | 4.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 7.3 | 6.5 | 4.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.3 | 6.8 | 5.8 | 4.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.3 | 5.3 | 3.1 | 4.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.7 | 6.2 | 4.0 | 4.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.4 | 6.6 | 6.0 | 4.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.0 | 5.9 | 6.0 | 4.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.2 | 5.0 | 6.3 | 4.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 4.2 | 7.4 | 6.4 | 4.5 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.4 | 5.5 | 3.9 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.9 | 6.3 | 5.8 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 10%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.6 | 6.2 | 6.4 | 4.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 7%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.6 | 5.5 | 6.0 | 4.2 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 55%, Growth: 11%, Valuation: 18%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.5 | 4.6 | 4.5 | 4.1 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 4.1 | 5.2 | 2.8 | 4.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 53%, Growth: 8%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.4 | 5.4 | 3.4 | 4.0 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 2.6 | 5.4 | 3.6 | 3.9 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.8 | 5.2 | 2.9 | 3.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 53%, Growth: 8%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 3.0 | 5.9 | 5.2 | 3.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.4 | 5.1 | 5.9 | 3.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 57%, Growth: 11%, Valuation: 17%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.7 | 5.0 | 5.8 | 3.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 56%, Growth: 7%, Valuation: 22%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 3.1 | 4.6 | 3.2 | 3.7 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 8%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.9 | 5.5 | 6.0 | 3.6 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 52%, Growth: 10%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.2 | 5.6 | 4.6 | 2.8 |
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π Active Profile: Magic Formula + Piotroski Combo Joel Greenblatt ROIC/EY + Piotroski financial health screen βοΈ Weights: Quality: 54%, Growth: 9%, Valuation: 21%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.3 | 9.8 | 9.5 | 9.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.3 | 9.8 | 8.9 | 9.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 9.8 | 6.8 | 9.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.6 | 9.9 | 9.3 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.7 | 9.9 | 8.8 | 8.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.1 | 8.7 | 9.8 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.2 | 9.9 | 4.7 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.1 | 8.6 | 7.5 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 7.5 | 8.2 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.6 | 8.4 | 9.1 | 8.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.6 | 7.8 | 9.2 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 8.9 | 8.8 | 8.6 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.0 | 10.0 | 7.6 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.4 | 8.6 | 7.0 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.7 | 10.0 | 9.3 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 8.9 | 7.4 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.7 | 8.7 | 7.9 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 8.9 | 9.4 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.9 | 8.0 | 8.0 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 7.9 | 9.7 | 7.7 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.4 | 7.8 | 7.4 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.2 | 8.3 | 5.9 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.4 | 9.3 | 9.4 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.4 | 6.6 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.3 | 8.4 | 7.6 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.8 | 9.3 | 9.1 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 8.8 | 8.4 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 8.5 | 8.0 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 8.2 | 9.1 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 9.2 | 7.9 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.8 | 9.1 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.6 | 9.1 | 0.5 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 8.3 | 7.8 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.3 | 8.6 | 5.5 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 7.1 | 9.2 | 6.2 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.8 | 8.3 | N/A | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 51%, Valuation: 27%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.1 | 9.2 | 7.7 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.6 | 8.9 | 7.1 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 8.7 | 8.9 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.3 | 8.6 | 8.2 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.3 | 9.4 | 6.7 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.0 | 9.6 | 7.1 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 9.9 | 7.2 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 6.9 | 9.8 | 7.7 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.3 | 7.7 | 6.2 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.8 | 8.6 | 7.8 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.2 | 8.4 | 5.7 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.1 | 8.2 | 4.9 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 6.2 | 8.2 | 6.0 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.6 | 7.6 | 8.2 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 7.0 | 8.3 | 8.7 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.1 | 9.0 | 8.4 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.1 | 9.1 | 7.0 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.9 | 7.0 | 4.9 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.3 | 8.6 | 4.5 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.9 | 9.6 | 8.0 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 8.3 | 6.1 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 8.1 | 6.9 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 7.3 | 9.3 | 6.3 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 4.0 | 8.4 | 6.2 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.5 | 6.0 | 6.5 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.7 | 7.5 | 7.3 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.7 | 8.7 | 7.0 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 6.3 | 8.7 | 8.1 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.4 | 8.6 | 7.9 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.9 | 7.0 | 6.0 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.0 | 8.7 | 7.5 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.4 | 8.8 | 6.1 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 6.8 | 7.2 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.3 | 8.9 | 7.7 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 8.9 | 8.2 | 7.7 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.5 | 8.4 | 4.7 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.8 | 8.6 | 8.3 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.9 | 7.2 | 8.9 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.7 | 5.7 | 6.9 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.8 | 9.8 | 8.9 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.9 | 5.7 | 5.2 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.8 | 8.1 | 6.9 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.4 | 8.0 | 5.9 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.1 | 7.5 | 3.8 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.6 | 7.0 | 7.7 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 7.2 | 5.1 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 6.0 | 5.3 | 6.1 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.6 | 7.5 | 6.0 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 7.3 | 7.0 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 7.3 | 7.3 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.8 | 8.7 | 8.4 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.0 | 7.7 | 9.2 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.7 | 8.9 | 7.1 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.2 | 7.8 | 7.6 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.8 | 8.4 | 7.5 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 7.9 | 5.0 | 4.5 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.3 | 7.9 | 5.4 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.3 | 7.0 | 6.2 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.6 | 8.1 | 7.3 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.6 | 5.9 | 7.3 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 7.9 | 7.0 | 5.4 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 7.0 | 6.7 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 8.2 | 7.4 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.5 | 6.7 | 5.7 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.9 | 8.2 | 6.3 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.3 | 7.0 | 5.3 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.6 | 8.4 | 4.2 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.0 | 7.5 | 8.2 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.2 | 6.1 | 6.9 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.4 | 7.7 | 7.0 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 8.0 | 6.5 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.6 | 8.3 | 5.9 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 5.5 | 8.2 | 5.1 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.4 | 8.7 | 8.2 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.8 | 6.7 | 4.8 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.2 | 6.5 | 7.2 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 5.5 | 8.2 | 7.7 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.0 | 5.8 | 7.1 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 5.2 | 8.4 | 7.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 6.6 | 6.2 | 8.2 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.8 | 5.8 | 7.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 6.0 | 4.8 | 3.8 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 6.2 | 6.8 | 7.3 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.1 | 6.3 | 6.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.1 | 4.7 | 4.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.4 | 7.3 | 6.4 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 6.0 | 5.8 | 5.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.2 | 6.9 | 5.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.3 | 4.6 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.2 | 7.3 | 6.0 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.8 | 6.3 | 8.3 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 4.2 | 6.0 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.8 | 6.2 | 6.5 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.2 | 5.8 | 8.2 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.1 | 5.9 | 7.7 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.8 | 4.2 | 7.1 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.6 | 7.0 | 6.9 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.5 | 8.3 | 6.8 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 7.6 | 5.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.7 | 7.2 | 6.3 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.7 | 5.4 | 8.8 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.1 | 5.3 | 8.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.2 | 4.2 | 5.8 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.9 | 4.0 | 5.8 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.7 | 8.0 | 0.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 5.2 | 6.8 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 6.1 | 5.3 | 6.9 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.5 | 7.2 | 6.3 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.7 | 4.3 | 5.2 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 4.2 | 5.7 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 5.0 | 5.1 | 3.9 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.7 | 6.3 | 6.3 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.4 | 7.5 | 6.0 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 4.9 | 7.5 | 5.0 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.8 | 5.1 | 6.3 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.9 | 5.6 | 7.2 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 4.0 | 5.2 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.8 | 4.1 | 8.1 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.6 | 5.0 | 6.6 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 4.6 | 8.4 | 6.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.6 | 4.3 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.9 | 5.5 | 7.5 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.7 | 5.3 | 6.7 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.7 | 5.3 | 8.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 5.3 | 6.2 | 7.9 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.5 | 8.2 | 3.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.7 | 4.2 | 6.2 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 3.9 | 6.5 | 6.0 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 5.0 | 6.4 | 6.8 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.7 | 6.0 | 5.6 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 6.3 | 5.4 | 6.1 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.9 | 4.7 | 6.3 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.6 | 6.2 | 6.9 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.3 | 5.8 | 6.3 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.3 | 4.8 | 5.4 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 5.1 | 6.5 | 4.0 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.1 | 5.5 | 8.3 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.3 | 4.2 | 6.5 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.9 | 4.8 | 3.8 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 33%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.3 | 5.3 | 4.9 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 6.0 | 6.2 | 3.8 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 33%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.4 | 6.7 | 7.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.6 | 4.4 | 0.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.3 | 6.2 | 5.9 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 5.5 | 6.2 | 6.5 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.5 | 5.8 | 6.3 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 6.5 | 4.2 | 7.0 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.7 | 4.5 | 5.7 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.5 | 4.7 | 4.5 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 6.9 | 5.0 | 4.9 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.5 | 4.7 | 6.9 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.2 | 4.8 | 5.5 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.7 | 4.9 | 2.5 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.3 | 4.7 | 4.3 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.5 | 4.3 | 4.9 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.3 | 6.8 | 4.1 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.0 | 5.0 | 5.1 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.8 | 6.8 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.8 | 6.2 | 8.4 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.4 | 6.8 | 6.5 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.5 | 8.8 | 4.6 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.4 | 4.2 | 3.3 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 7.1 | 5.0 | 4.7 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.8 | 4.7 | 6.0 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.1 | 4.1 | 6.3 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.6 | 5.5 | 7.2 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 6.2 | 4.8 | 4.6 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.2 | 4.9 | 5.8 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 2.6 | 4.8 | 3.6 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.4 | 4.4 | 5.0 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.9 | 4.6 | 6.1 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 33%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 3.0 | 6.0 | 5.2 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.1 | 5.5 | 5.8 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 4.7 | 5.5 | 3.9 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 6.1 | 3.7 | 5.7 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 17%, Growth: 43%, Valuation: 24%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.5 | 5.9 | 6.4 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.5 | 4.2 | 6.5 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.4 | 4.3 | 5.0 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.1 | 5.1 | 5.8 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.5 | 4.5 | 3.1 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.7 | 4.3 | 5.5 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 2.0 | 4.8 | 6.0 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 16%, Growth: 39%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.0 | 4.8 | 3.8 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.8 | 4.3 | 3.5 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.3 | 4.3 | 5.9 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.0 | 4.2 | 3.9 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 6.0 | 4.0 | 4.2 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.5 | 4.4 | 4.1 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 6.1 | 3.5 | 5.8 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 23%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.9 | 4.0 | 4.4 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 40%, Valuation: 26%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.4 | 4.8 | 3.1 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 3.3 | 4.7 | 3.2 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 32%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.6 | 3.8 | 6.0 | 4.3 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 34%, Valuation: 31%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 6.0 | 5.8 | 4.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 29%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 4.3 | 4.8 | 2.8 | 4.2 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 33%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.9 | 4.8 | 2.9 | 4.1 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 33%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 7.0 | 4.2 | 0.5 | 4.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 37%, Valuation: 30%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.1 | 3.6 | 0.5 | 4.0 |
|
π Active Profile: Peter Lynch GARP (PEG-focused) Growth at Reasonable Price: 29.2% annual returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 30%, Valuation: 34%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.8 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.6 | 9.0 | 9.2 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.8 | 8.2 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.5 | 9.5 | 9.3 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.5 | 8.6 | 9.1 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.7 | 10.0 | 9.3 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.1 | 9.2 | 9.5 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.5 | 9.4 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.2 | 7.8 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 9.2 | 6.8 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.0 | 8.2 | 9.8 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.2 | 8.8 | 8.9 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.1 | 8.9 | 9.1 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.1 | 8.4 | 7.5 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.7 | 6.6 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.2 | 6.1 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.8 | 9.2 | 9.1 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.1 | 8.9 | 7.9 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 8.7 | 7.8 | 8.6 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.4 | 9.8 | 7.2 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.6 | 5.1 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.1 | 7.4 | 5.9 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 6.5 | 5.2 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.2 | 8.7 | 5.5 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.3 | 9.2 | 9.4 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.3 | 7.6 | 9.1 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 8.1 | 8.4 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.4 | 9.0 | 6.1 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.9 | 9.5 | 8.8 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.6 | 7.8 | 8.2 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.3 | 7.7 | 7.4 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.7 | 7.2 | 6.9 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.4 | 7.9 | 7.6 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.1 | 7.9 | 5.7 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 9.0 | 6.9 | 5.2 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 8.0 | 8.0 | 8.0 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 8.9 | 8.4 | 7.7 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.0 | 8.4 | 4.9 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.9 | 8.0 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.3 | 8.0 | 7.4 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.6 | 7.5 | 7.3 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.5 | 8.8 | 7.1 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.8 | 8.9 | 7.9 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.9 | 7.2 | 7.0 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.3 | 9.5 | 4.7 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.1 | 8.9 | 8.9 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 8.0 | 6.9 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 8.0 | 6.7 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.8 | 8.2 | 7.5 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 8.1 | 7.9 | 8.9 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.5 | 8.7 | 6.7 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.3 | 8.0 | 8.4 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 8.4 | 8.4 | 7.7 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 8.0 | 8.2 | 7.8 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 8.4 | 7.2 | 8.2 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.3 | 8.7 | 7.0 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 6.8 | 6.8 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 8.9 | 7.4 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.8 | 7.0 | 6.5 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.2 | 8.6 | 7.5 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.8 | 6.5 | 6.3 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.5 | 8.8 | 4.7 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.6 | 6.5 | 6.6 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 7.6 | 8.2 | 7.7 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.2 | 7.2 | 6.9 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.9 | 8.7 | 7.0 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 8.3 | 7.3 | 6.5 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.0 | 6.3 | 4.5 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.1 | 8.2 | 7.6 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.0 | 8.2 | 7.0 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.4 | 4.5 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 8.0 | 5.8 | 7.1 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.5 | 7.2 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.0 | 10.0 | 7.6 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.9 | 6.8 | 8.8 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 5.5 | 5.7 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.9 | 6.1 | 8.1 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.5 | 7.6 | 6.2 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.8 | 9.0 | 8.9 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 8.1 | 5.6 | 5.8 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.2 | 7.5 | 5.3 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.6 | 7.1 | 7.7 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.7 | 6.8 | 6.0 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 7.3 | 7.3 | 8.7 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.5 | 8.0 | 0.5 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.7 | 7.2 | 7.0 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 7.8 | 6.3 | 8.5 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.4 | 7.9 | 4.2 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 7.6 | 8.0 | 6.9 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 7.8 | 7.4 | 5.4 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.4 | 7.6 | 7.2 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.2 | 7.0 | 6.0 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.9 | 7.0 | 4.8 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 7.2 | 8.4 | 6.2 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.5 | 7.1 | 6.2 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.5 | 5.5 | 6.0 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 7.2 | 6.8 | 4.9 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.1 | 8.2 | 7.9 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.8 | 6.8 | 6.5 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.2 | 7.0 | 7.1 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 7.1 | 8.7 | 8.0 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 6.9 | 7.8 | 7.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 7.4 | 8.2 | 6.3 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.8 | 6.7 | 5.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.4 | 8.7 | 8.2 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 6.9 | 9.0 | 7.7 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.5 | 6.9 | 7.0 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.3 | 5.5 | 5.8 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.7 | 7.8 | 5.9 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 7.0 | 6.7 | 8.3 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 6.7 | 7.5 | 8.1 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 7.2 | 6.2 | 7.5 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 6.8 | 6.0 | 8.2 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 6.5 | 7.3 | 6.0 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.2 | 7.8 | 6.5 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 6.4 | 6.2 | 6.1 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 6.4 | 7.2 | 7.3 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 7.1 | 6.2 | 7.2 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.7 | 5.7 | 5.0 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.8 | 6.9 | 7.3 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.5 | 5.2 | 4.9 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.9 | 6.3 | 6.7 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.8 | 4.6 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 6.6 | 6.7 | 8.2 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 6.8 | 5.7 | 7.0 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.5 | 6.2 | 5.9 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.4 | 6.3 | 4.9 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 6.1 | 7.0 | 8.3 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.7 | 5.7 | 0.5 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.5 | 7.2 | 3.8 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 6.4 | 6.2 | 6.9 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 7.3 | 6.1 | 4.7 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 6.4 | 6.9 | 7.3 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 6.1 | 7.5 | 8.4 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.8 | 7.5 | 6.8 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.3 | 4.8 | 4.3 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 6.4 | 5.3 | 3.8 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.9 | 6.3 | 7.2 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 6.1 | 6.1 | 8.4 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.6 | 5.8 | 5.4 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 6.4 | 7.3 | 6.3 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.4 | 7.5 | 6.4 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 6.6 | 5.7 | 6.1 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.3 | 5.7 | 6.5 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 6.1 | 5.2 | 5.2 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 6.8 | 6.0 | 5.1 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.8 | 7.5 | 8.2 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.7 | 6.3 | N/A | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 76%, Growth: 13%, Valuation: 12%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 6.0 | 6.1 | 5.5 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 6.7 | 6.0 | 4.9 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.9 | 6.5 | 7.1 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 6.2 | 6.5 | 8.4 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 6.3 | 5.2 | 5.7 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 5.9 | 7.4 | 7.7 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.7 | 5.2 | 5.0 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.0 | 8.1 | 7.3 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 6.6 | 5.1 | 4.6 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 5.8 | 6.5 | 7.9 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 6.4 | 4.6 | 5.8 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 6.0 | 7.3 | 5.1 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 6.2 | 5.3 | 6.0 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 6.8 | 5.5 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.7 | 5.7 | 3.1 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 5.9 | 6.7 | 5.5 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.9 | 6.2 | 6.9 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 6.0 | 6.7 | 6.3 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 6.0 | 4.2 | 6.3 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.6 | 6.2 | 8.3 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.2 | 5.4 | 9.2 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.2 | 5.6 | 5.5 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.5 | 6.1 | 5.9 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 5.6 | 7.5 | 7.0 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.6 | 6.3 | 5.4 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.4 | 4.3 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.3 | 4.9 | 3.3 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 5.9 | 6.5 | 6.5 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.8 | 5.8 | 6.3 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 4.7 | 7.8 | 7.1 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 6.1 | 5.2 | 3.8 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 62%, Growth: 8%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 6.0 | 5.6 | 5.6 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 6.1 | 5.2 | 5.5 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 5.0 | 6.8 | 5.7 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.8 | 6.3 | 6.3 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.8 | 6.9 | 0.5 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.8 | 6.8 | 7.5 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.6 | 5.2 | 6.9 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.9 | 5.1 | 6.1 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 62%, Growth: 8%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.3 | 5.5 | 3.8 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 6.2 | 4.8 | 4.2 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 6.2 | 5.2 | 3.5 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 6.2 | 4.8 | 4.4 | 5.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 7.1 | 5.7 | 0.5 | 5.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 4.9 | 5.5 | 7.7 | 5.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.0 | 4.8 | 4.5 | 5.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.6 | 5.5 | 6.8 | 5.5 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.6 | 4.5 | 6.5 | 5.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 6.0 | 5.7 | 3.8 | 5.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 62%, Growth: 8%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.8 | 5.8 | 6.2 | 5.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.7 | 5.5 | 2.5 | 5.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 5.2 | 5.3 | 6.8 | 5.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 5.2 | 4.5 | 3.9 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.7 | 3.8 | 6.0 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 8%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 5.5 | 6.0 | 4.0 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 5.0 | 7.5 | 6.4 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.0 | 7.9 | 5.0 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.9 | 5.7 | 6.9 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.2 | 5.5 | 5.8 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.5 | 6.5 | 4.1 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.3 | 5.3 | 0.5 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.5 | 7.0 | 6.3 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 4.9 | 4.9 | 6.3 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.7 | 6.8 | 6.0 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.1 | 5.5 | 3.9 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 4.0 | 6.0 | 6.2 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.2 | 7.0 | 4.1 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.5 | 5.2 | 3.1 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 5.1 | 5.4 | 3.9 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.6 | 5.2 | 6.3 | 4.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.6 | 6.2 | 5.8 | 4.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.5 | 7.2 | 6.5 | 4.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.1 | 6.5 | 5.8 | 4.6 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 3.7 | 6.1 | 6.0 | 4.4 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.3 | 5.3 | 5.8 | 4.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.7 | 6.2 | 6.4 | 4.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 66%, Growth: 6%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 4.5 | 5.1 | 2.8 | 4.3 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 62%, Growth: 8%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 4.2 | 5.1 | 2.9 | 4.0 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 62%, Growth: 8%, Valuation: 15%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 3.2 | 6.0 | 5.2 | 3.9 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.4 | 5.7 | 3.4 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 3.1 | 5.5 | 3.6 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 65%, Growth: 7%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 3.5 | 4.6 | 3.2 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 8%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.8 | 5.8 | 6.0 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.6 | 4.6 | 4.5 | 3.7 |
|
π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.5 | 5.0 | 5.9 | 3.6 |
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π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 64%, Growth: 11%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 2.3 | 5.5 | 6.0 | 3.6 |
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π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 61%, Growth: 10%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.6 | 6.0 | 4.6 | 3.1 |
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π Active Profile: Piotroski F-Score Quality Screen Financial health checklist: 13.4% annual outperformance (1976-1996) βοΈ Weights: Quality: 63%, Growth: 9%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.2 | 8.2 | 9.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.9 | 9.3 | 9.2 | 9.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.8 | 8.7 | 9.1 | 8.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 8.2 | 9.8 | 8.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.7 | 9.1 | 9.5 | 8.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.2 | 8.7 | 7.5 | 8.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.7 | 8.5 | 8.9 | 8.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 8.7 | 8.9 | 7.0 | 8.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.6 | 7.5 | 5.9 | 8.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.0 | 7.5 | 7.4 | 8.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.2 | 9.0 | 6.8 | 8.6 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.8 | 9.4 | 9.3 | 8.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.3 | 7.6 | 8.6 | 8.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.4 | 7.7 | 7.4 | 8.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 8.0 | 6.9 | 8.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 7.5 | 9.1 | 8.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.1 | 7.0 | 4.5 | 8.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.7 | 7.6 | 5.2 | 8.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.7 | 9.4 | 8.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.2 | 8.0 | 8.0 | 7.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.6 | 9.2 | 9.4 | 7.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.8 | 8.9 | 5.5 | 7.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.6 | 8.1 | 7.3 | 7.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 9.4 | 8.6 | 8.2 | 7.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.7 | 9.1 | 9.1 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.5 | 9.2 | 8.8 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.7 | 8.6 | 4.9 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.4 | 9.2 | 4.7 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.1 | 7.9 | 7.7 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 7.7 | 8.0 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.4 | 7.8 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.9 | 10.0 | 9.3 | 7.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.0 | 7.8 | 7.6 | 7.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.9 | 7.7 | 0.5 | 7.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.8 | 6.6 | 7.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.3 | 6.7 | 6.0 | 7.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.9 | 7.5 | 5.2 | 7.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 7.8 | 8.4 | 7.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.2 | 8.8 | 7.9 | 7.6 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.3 | 6.3 | 6.0 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.5 | 8.8 | 7.1 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 8.8 | 7.9 | 7.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 8.1 | 7.7 | 7.3 | 7.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.4 | 8.1 | 5.7 | 7.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.8 | 10.0 | 7.6 | 7.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.6 | 5.0 | 4.6 | 7.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.3 | 8.1 | 6.9 | 7.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.9 | 9.1 | 5.1 | 7.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.4 | 7.2 | 7.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.4 | 6.1 | 7.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 6.2 | 7.2 | 6.5 | 7.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.5 | 7.6 | 5.3 | 7.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.2 | 7.2 | 7.7 | 7.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.6 | 8.3 | 4.5 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 6.3 | 5.7 | 7.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.8 | 8.0 | 6.9 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.7 | 8.6 | 7.7 | 7.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.2 | 9.0 | 9.1 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.8 | 9.1 | 6.1 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.5 | 7.9 | 7.0 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 6.8 | 6.0 | 5.8 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.6 | 8.1 | 7.9 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 8.8 | 8.9 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.6 | 8.8 | 8.2 | 7.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.3 | 7.3 | 7.0 | 6.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 6.8 | 8.1 | 6.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.5 | 5.1 | 4.5 | 6.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.6 | 8.1 | 5.4 | 6.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.0 | 7.7 | 6.2 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.2 | 7.5 | 7.7 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.1 | 6.7 | 4.9 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.7 | 8.0 | 6.9 | 6.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.4 | 7.7 | 7.0 | 6.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 8.4 | 6.7 | 6.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.9 | 7.0 | 8.5 | 6.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.8 | 8.4 | 7.6 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.8 | 7.1 | 8.2 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 6.8 | 6.4 | 7.1 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.8 | 7.2 | 4.8 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.9 | 7.3 | 7.1 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.3 | 6.1 | 5.8 | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.5 | 5.9 | N/A | 6.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.1 | 9.6 | 7.2 | 6.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 6.6 | 8.0 | 6.2 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.4 | 7.5 | 6.8 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.0 | 7.8 | 7.8 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 9.3 | 8.1 | 4.2 | 6.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 3.8 | 6.2 | 6.1 | 6.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 6.9 | 8.0 | 8.9 | 6.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.7 | 7.1 | 7.1 | 6.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.0 | 6.2 | 0.5 | 6.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.5 | 8.5 | 7.5 | 6.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.3 | 8.6 | 7.7 | 6.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.4 | 7.0 | 6.3 | 6.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.0 | 8.7 | 4.7 | 6.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 8.0 | 7.5 | 6.5 | 6.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.4 | 7.7 | 8.4 | 6.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 6.6 | 8.4 | 7.0 | 6.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.1 | 7.0 | 6.6 | 6.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.6 | 5.3 | 4.9 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 7.4 | 8.6 | 6.7 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.9 | 5.3 | 3.3 | 6.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.7 | 7.7 | 7.2 | 6.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.8 | 6.1 | 5.5 | 6.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 4.3 | 7.0 | 6.0 | 6.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 7.2 | 7.1 | 5.5 | 6.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 8.2 | 7.3 | 6.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.8 | 6.5 | 6.2 | 6.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.7 | 8.7 | 8.9 | 6.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 8.0 | 6.5 | 4.9 | 5.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.2 | 7.7 | 6.5 | 5.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.0 | 7.3 | 8.8 | 5.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 3.9 | 5.4 | 3.8 | 5.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 5.7 | 6.9 | 6.2 | 5.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.6 | 9.1 | 7.4 | 5.9 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.0 | 6.1 | 6.5 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.2 | 7.5 | 8.2 | 5.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 5.5 | 7.0 | 8.7 | 5.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.2 | 7.4 | 5.7 | 5.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.3 | 5.5 | 7.7 | 5.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 3.8 | 5.2 | 5.2 | 5.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.3 | 8.4 | 7.7 | 5.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 4.5 | 5.5 | 5.9 | 5.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 7.7 | 6.5 | 5.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 6.9 | 8.4 | 7.5 | 5.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.7 | 6.5 | 5.1 | 5.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.4 | 6.8 | 6.7 | 5.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 6.1 | 5.3 | 6.3 | 5.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 3.9 | 6.9 | 3.8 | 5.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.2 | 5.8 | 2.5 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 7.9 | 7.0 | 6.0 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.8 | 6.1 | 5.5 | 5.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 6.9 | 5.1 | 4.3 | 5.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.8 | 6.7 | 7.0 | 5.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 5.8 | 7.2 | 7.3 | 5.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.4 | 5.2 | 6.2 | 5.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.5 | 7.5 | 6.4 | 5.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 5.0 | 5.8 | 8.2 | 5.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.1 | 8.2 | 6.3 | 5.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.0 | 4.0 | 6.3 | 5.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 5.9 | 8.3 | 8.0 | 5.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 6.7 | 6.7 | 4.9 | 5.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 5.4 | 5.6 | 5.7 | 5.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 2.6 | 6.6 | 5.7 | 5.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 5.8 | 6.5 | 7.2 | 5.3 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 5.3 | 6.5 | 8.3 | 5.3 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 3.6 | 4.1 | 3.9 | 5.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 4.6 | 5.8 | 7.1 | 5.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 4.0 | 6.6 | 8.3 | 5.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.1 | 6.6 | 5.5 | 5.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 3.7 | 5.6 | 5.4 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.1 | 6.3 | 4.3 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.7 | 7.3 | 4.1 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.6 | 5.2 | 3.8 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.3 | 6.0 | 5.0 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 6.4 | 6.6 | 4.7 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 5.3 | 6.5 | 7.3 | 5.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.0 | 4.9 | 6.0 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 47%, Growth: 0%, Valuation: 38%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 4.0 | 6.2 | 6.9 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 4.5 | 6.0 | 5.4 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 4.8 | 7.2 | 8.4 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.3 | 6.1 | 3.9 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 4.7 | 5.8 | 7.0 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 6.8 | 7.7 | 5.9 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.6 | 5.8 | 5.8 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 3.8 | 4.8 | 9.2 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.0 | 6.8 | 0.5 | 5.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.4 | 6.2 | 7.5 | 4.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 4.3 | 7.2 | 8.1 | 4.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.7 | 5.7 | 6.0 | 4.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 5.7 | 5.8 | 3.1 | 4.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.5 | 6.8 | 4.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 4.4 | 5.1 | 6.9 | 4.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.3 | 7.3 | 6.3 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 4.6 | 5.6 | 6.1 | 4.7 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.3 | 8.0 | 5.0 | 4.7 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.1 | 4.5 | 4.5 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.0 | 5.3 | 6.1 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.2 | 5.8 | 3.8 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.4 | 6.8 | 4.1 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 4.4 | 5.6 | 6.3 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 6.4 | 6.3 | 5.9 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 4.7 | 4.4 | 6.5 | 4.7 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 4.6 | 6.2 | 6.3 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 4.8 | 6.1 | 6.3 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.0 | 5.2 | 5.0 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.3 | 7.1 | 6.8 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.3 | 5.8 | 6.9 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.0 | 5.9 | 0.5 | 4.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 4.9 | 4.9 | 4.2 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.7 | 7.2 | 5.8 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 3.8 | 6.2 | 8.4 | 4.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 3.7 | 7.2 | 8.2 | 4.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 3.3 | 7.0 | 5.1 | 4.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.5 | 6.1 | 0.5 | 4.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 4.4 | 4.7 | 5.8 | 4.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 4.5 | 5.1 | 4.6 | 4.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 4.0 | 7.0 | 7.7 | 4.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 3.7 | 5.0 | 6.8 | 4.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.9 | 7.3 | 6.5 | 4.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 4.8 | 3.7 | 6.0 | 4.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 3.2 | 6.2 | 8.3 | 4.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.1 | 5.3 | 3.1 | 4.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 4.4 | 4.9 | 4.4 | 4.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.6 | 5.0 | 3.4 | 4.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.0 | 5.5 | 5.6 | 4.2 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 3.5 | 4.9 | 6.3 | 4.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 3.6 | 5.4 | 6.0 | 4.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 3.9 | 5.2 | 3.5 | 4.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 3.0 | 6.5 | 7.9 | 4.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 3.6 | 7.0 | 6.3 | 4.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 5.1 | 6.2 | 7.2 | 4.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 4.5 | 5.4 | 3.8 | 4.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 1.6 | 5.4 | 3.6 | 4.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.1 | 5.2 | 5.9 | 4.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.3 | 6.3 | 6.4 | 4.0 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 2.7 | 5.5 | 6.9 | 3.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 3.4 | 5.2 | 5.5 | 3.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 3.5 | 6.0 | 6.0 | 3.8 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 2.8 | 7.1 | 7.0 | 3.8 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 2.1 | 4.5 | 3.2 | 3.6 |
|
π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 42%, Growth: 0%, Valuation: 43%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 3.1 | 5.1 | 2.8 | 3.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 3.4 | 6.5 | 8.4 | 3.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 2.5 | 5.5 | 5.2 | 3.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.1 | 5.4 | 6.0 | 3.6 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 2.8 | 5.9 | 4.0 | 3.5 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.0 | 5.1 | 2.9 | 3.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 2.7 | 5.3 | 3.9 | 3.4 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.4 | 6.2 | 5.8 | 3.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 37%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.1 | 6.6 | 7.5 | 3.3 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 41%, Growth: 0%, Valuation: 44%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 3.1 | 6.5 | 6.5 | 3.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 50%, Growth: 0%, Valuation: 35%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 2.2 | 7.1 | 6.4 | 3.2 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 45%, Growth: 0%, Valuation: 40%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 2.6 | 5.0 | 5.8 | 2.9 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 43%, Growth: 0%, Valuation: 42%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 1.6 | 5.2 | 4.6 | 2.1 |
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π Active Profile: Greenblatt Magic Formula Joel Greenblatt 30%+ CAGR strategy: Quality (ROIC) + Value (Earnings Yield) βοΈ Weights: Quality: 44%, Growth: 0%, Valuation: 41%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.6 | 9.2 | 9.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.9 | 9.3 | 9.1 | 9.5 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.9 | 9.7 | 9.3 | 9.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.8 | 9.6 | 9.5 | 9.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.9 | 9.2 | 8.9 | 9.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.7 | 8.9 | 8.2 | 9.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.4 | 9.1 | 9.8 | 9.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 9.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.7 | 7.8 | 9.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.7 | 8.8 | 7.4 | 9.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.5 | 8.8 | 8.6 | 9.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 9.3 | 9.6 | 9.4 | 9.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.3 | 8.4 | 7.5 | 9.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.8 | 7.8 | 5.9 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.2 | 9.8 | 9.4 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 9.3 | 8.5 | 7.4 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.7 | 9.9 | 6.6 | 8.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.3 | 9.3 | 6.8 | 8.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.7 | 6.1 | 8.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.6 | 9.2 | 7.7 | 8.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.3 | 8.9 | 7.7 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.7 | 8.6 | 5.5 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.9 | 7.5 | 5.2 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.7 | 9.2 | 4.9 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.9 | 9.5 | 6.1 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 9.2 | 7.9 | 8.2 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.4 | 9.4 | 7.1 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.3 | 8.4 | 7.3 | 8.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 9.2 | 7.9 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.7 | 8.5 | 9.1 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.7 | 9.3 | 9.1 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.6 | 5.1 | 8.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.6 | 8.2 | 5.7 | 8.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.9 | 8.7 | 8.4 | 8.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.1 | 7.5 | 6.9 | 8.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.2 | 9.6 | 7.2 | 8.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.2 | 7.6 | 6.9 | 8.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.3 | 8.8 | 5.3 | 8.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 9.0 | 7.3 | 8.5 | 8.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 8.3 | 8.6 | 7.0 | 8.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.8 | 8.9 | 6.9 | 8.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.7 | 9.1 | 7.9 | 8.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.9 | 9.2 | 7.6 | 8.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.0 | 8.6 | 6.7 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 8.7 | 8.0 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.7 | 8.1 | 6.0 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 9.5 | 8.2 | 4.2 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.8 | 7.2 | 8.2 | 8.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.3 | 7.7 | 7.6 | 8.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.1 | 9.1 | 9.1 | 8.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.7 | 7.1 | 5.2 | 8.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.6 | 8.8 | 7.0 | 8.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.7 | 8.9 | 6.9 | 8.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.6 | 7.9 | 7.5 | 7.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 7.9 | 9.0 | 8.9 | 7.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 8.2 | 7.5 | 7.3 | 7.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.2 | 7.8 | 7.7 | 7.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 9.1 | 8.8 | 0.5 | 7.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.4 | 6.4 | 6.0 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.3 | 7.8 | 7.0 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.3 | 8.0 | 7.0 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.6 | 8.9 | 4.5 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.5 | 6.4 | 5.7 | 7.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.5 | 7.3 | 6.8 | 7.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.3 | 9.2 | 8.8 | 7.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.6 | 10.0 | 7.6 | 7.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.4 | 9.3 | 7.4 | 7.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.9 | 6.7 | 8.1 | 7.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.1 | 6.6 | 4.5 | 7.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.3 | 7.7 | 5.4 | 7.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.4 | 6.9 | 6.3 | 7.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.2 | 8.0 | 8.0 | 7.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.1 | 9.0 | 7.9 | 7.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.7 | 7.7 | 8.4 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.5 | 7.8 | 7.7 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.2 | 6.8 | 6.6 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.4 | 8.2 | 7.2 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.6 | 9.2 | 8.9 | 7.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.4 | 9.2 | 4.7 | 7.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 7.5 | 6.0 | 7.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 7.9 | 8.9 | 4.7 | 7.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.2 | 8.3 | 7.8 | 7.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.1 | 7.8 | 8.9 | 7.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 7.5 | 7.6 | 6.7 | 7.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.5 | 7.5 | 7.7 | 7.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.7 | 7.1 | 6.5 | 7.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.3 | 6.9 | 8.2 | 7.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.6 | 7.3 | 4.8 | 7.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.1 | 6.5 | 8.8 | 7.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.0 | 8.9 | 7.7 | 7.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 8.0 | 6.8 | 4.9 | 7.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.1 | 8.0 | 7.5 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.3 | 6.7 | 6.5 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 8.4 | 6.5 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.6 | 6.8 | 5.1 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 6.8 | 6.0 | 7.1 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.7 | 7.6 | 7.2 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 6.6 | 8.4 | 6.2 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.6 | 7.6 | 7.1 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 6.8 | 6.2 | 5.8 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 5.7 | 4.6 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 6.6 | 8.6 | 7.0 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 6.3 | 6.2 | 6.5 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.1 | 8.1 | 8.2 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 7.1 | 7.0 | 5.5 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.9 | 7.2 | 7.0 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.0 | 6.8 | 5.7 | 6.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 6.1 | 8.2 | 7.1 | 6.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 5.5 | 4.3 | 6.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.0 | 5.2 | 4.9 | 6.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 6.8 | 7.1 | 5.9 | 6.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.8 | 6.2 | 5.5 | 6.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 7.0 | 5.8 | 3.3 | 6.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.0 | 6.9 | 6.2 | 6.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.2 | 5.9 | 5.8 | 6.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 6.7 | 6.5 | 4.9 | 6.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 6.3 | 5.7 | 6.3 | 6.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.2 | 7.8 | 6.4 | 6.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.1 | 6.0 | 0.5 | 6.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.2 | 6.2 | 6.7 | 6.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 6.7 | 6.2 | 5.9 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 5.8 | 7.8 | 8.0 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 5.6 | 6.0 | 8.7 | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.1 | 6.9 | 6.3 | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.7 | 5.7 | 7.7 | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 5.9 | 6.2 | 6.5 | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 5.8 | 7.0 | 6.2 | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.7 | 6.0 | N/A | 6.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 82%, Growth: 8%, Valuation: 10%, Historical: 0% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.5 | 7.4 | 4.1 | 5.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.3 | 5.7 | 5.0 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.1 | 7.2 | 5.5 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 5.8 | 5.9 | 7.2 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.7 | 6.8 | 5.5 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 5.5 | 5.8 | 8.3 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.5 | 5.7 | 4.9 | 5.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 7.0 | 4.3 | 5.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.4 | 5.5 | 4.5 | 5.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 6.2 | 6.2 | 4.7 | 5.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 5.6 | 5.9 | 7.3 | 5.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.2 | 8.0 | 4.1 | 5.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 5.3 | 6.5 | 7.3 | 5.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.9 | 6.8 | 5.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.4 | 5.4 | 7.5 | 5.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 6.1 | 6.0 | 2.5 | 5.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.4 | 4.5 | 6.3 | 5.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.6 | 8.8 | 7.3 | 5.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.1 | 5.3 | 7.1 | 5.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 4.9 | 5.2 | 8.2 | 5.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 5.3 | 5.7 | 5.7 | 5.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.3 | 6.2 | 6.8 | 5.3 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.5 | 6.2 | 0.5 | 5.3 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 6.0 | 5.8 | 5.3 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.2 | 8.8 | 5.0 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.2 | 6.2 | 0.5 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 4.5 | 5.7 | 8.3 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 5.6 | 6.2 | 3.1 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 4.6 | 6.0 | 8.4 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.4 | 4.8 | 9.2 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 4.6 | 6.0 | 8.1 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.9 | 7.2 | 6.0 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 4.8 | 5.2 | 7.0 | 5.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 4.4 | 5.9 | 6.0 | 5.1 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 5.1 | 5.7 | 7.2 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 4.7 | 5.2 | 5.9 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.0 | 5.3 | 6.1 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.0 | 4.5 | 6.5 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 4.9 | 5.1 | 6.1 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.3 | 6.3 | 6.2 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 4.1 | 5.3 | 6.1 | 5.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 4.5 | 5.3 | 6.9 | 5.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.1 | 5.9 | 3.9 | 5.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 4.8 | 5.2 | 5.4 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.7 | 7.2 | 5.8 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.1 | 4.9 | 5.0 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.2 | 5.7 | 3.8 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 4.7 | 5.2 | 6.3 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 4.1 | 6.0 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 4.7 | 5.5 | 6.3 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.5 | 5.5 | 6.9 | 4.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 4.6 | 6.3 | 6.3 | 4.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 7.7 | 6.5 | 4.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 5.8 | 5.8 | 0.5 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 4.5 | 5.1 | 6.9 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.0 | 4.7 | 4.2 | 4.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 7.6 | 6.3 | 4.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 4.0 | 5.3 | 8.4 | 4.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 4.1 | 4.9 | 5.2 | 4.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.2 | 6.0 | 5.4 | 4.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 4.6 | 5.2 | 3.8 | 4.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.0 | 5.7 | 3.1 | 4.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.2 | 6.0 | 3.8 | 4.7 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 4.1 | 5.0 | 3.8 | 4.6 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 4.5 | 4.6 | 5.8 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 4.6 | 4.8 | 4.6 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 3.8 | 6.0 | 8.2 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 3.9 | 6.2 | 7.7 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.4 | 5.1 | 5.6 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.6 | 5.2 | 6.2 | 4.5 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 4.6 | 4.7 | 4.4 | 4.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 4.0 | 5.9 | 6.3 | 4.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.1 | 4.6 | 3.9 | 4.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 4.6 | 5.2 | 3.8 | 4.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 3.8 | 4.9 | 6.8 | 4.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 3.5 | 5.3 | 8.3 | 4.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 3.7 | 5.5 | 8.4 | 4.3 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 3.8 | 5.0 | 6.0 | 4.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 3.7 | 5.9 | 5.1 | 4.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 5%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 4.2 | 4.9 | 3.5 | 4.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 3.7 | 4.8 | 6.3 | 4.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 3.3 | 5.5 | 7.9 | 4.2 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 3.8 | 4.9 | 5.5 | 4.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 3.6 | 6.8 | 6.0 | 4.1 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.8 | 5.0 | 3.4 | 4.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 3.5 | 5.5 | 6.5 | 4.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.3 | 5.6 | 7.5 | 4.0 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 2.6 | 5.6 | 5.7 | 3.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 3.0 | 6.0 | 7.0 | 3.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.0 | 5.2 | 6.9 | 3.9 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.1 | 6.1 | 6.4 | 3.8 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.1 | 4.8 | 5.8 | 3.5 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 3.3 | 4.8 | 2.8 | 3.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.0 | 5.3 | 4.0 | 3.4 |
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π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.3 | 5.5 | 5.9 | 3.4 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 2.5 | 6.0 | 6.4 | 3.3 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 71%, Growth: 4%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.5 | 5.4 | 5.8 | 3.3 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 6%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 2.4 | 6.0 | 5.2 | 3.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.2 | 4.5 | 4.5 | 3.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.0 | 4.8 | 2.9 | 3.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 2.8 | 5.0 | 3.9 | 3.2 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 7%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.1 | 6.2 | 6.0 | 3.0 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 69%, Growth: 7%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 2.4 | 4.5 | 3.2 | 2.9 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 5%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.3 | 5.0 | 4.6 | 2.7 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 68%, Growth: 6%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 1.6 | 5.0 | 3.6 | 2.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 70%, Growth: 4%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.1 | 5.2 | 6.0 | 2.6 |
|
π Active Profile: Buffett Quality Fortress Warren Buffett: Wonderful business at fair price. Moat + ROIC > 20% βοΈ Weights: Quality: 67%, Growth: 7%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ODD $38.97 Technology |
21.8 Fwd: 17.4 |
1.17 | 0.07 6.3 |
30.4% 14.7% |
$2.33 6.0% |
55.5% | 67.8% | EPS: +28.0% | Sales: +26.1% | 8.8 | 9.9 | 10.0 | 7.9 | 9.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.89 | P/B: 6.19 | EV/EBITDA: 11.3 P/FCF: 16.7 | EV/Sales: 2.02 πͺ Quality MetricsROA: 13.6% | ROIC: 30.0% | Gross Margin: 72.9% Quick Ratio: 5.57 | Cash/sh: $12.16 π° Free Cash Flow AnalysisFCF per Share: $2.33 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $0.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +28.0% | Q/Q +7.7% Sales Growth: TTM +26.1% | Q/Q +25.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.19 | RSI: 21.4 | Short Float: 11.9% Insider Own: 36.4% | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EXEL $40.81 Healthcare |
17.2 Fwd: 12.6 |
0.52 | 0.08 3.8 |
30.6% 29.6% |
$2.91 7.1% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.6 | 8.2 | 9.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.78 | P/B: 5.06 | EV/EBITDA: 11.9 P/FCF: 14.0 | EV/Sales: 4.43 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 7.1% P/FCF: 14.0 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 58.7 | Short Float: 8.1% Insider Own: 3.2% | Inst Own: 96.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADBE $326.95 Technology |
20.4 Fwd: 14.0 |
1.59 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.0% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 8.8 | 9.2 | 9.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.90 | P/B: 11.67 | EV/EBITDA: 14.7 P/FCF: 14.3 | EV/Sales: 5.93 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 35.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 85.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DECK $81.77 Consumer Cyclical |
12.1 Fwd: 11.9 |
1.72 | 0.14 3.1 |
43.3% 19.4% |
$6.72 8.2% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.4 | 9.4 | 9.5 | 9.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.28 | P/B: 4.84 | EV/EBITDA: 8.3 P/FCF: 12.2 | EV/Sales: 2.07 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 8.2% P/FCF: 12.2 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 34.6 | Short Float: 4.5% Insider Own: 1.8% | Inst Own: 103.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CPRX $21.39 Healthcare |
12.5 Fwd: 12.1 |
1.18 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.9% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.4 | 9.3 | 6.8 | 9.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.55 | P/B: 2.87 | EV/EBITDA: 6.5 P/FCF: 11.2 | EV/Sales: 3.36 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.9% P/FCF: 11.2 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 56.2 | Short Float: 7.6% Insider Own: 9.0% | Inst Own: 81.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APPF $251.80 Technology |
45.2 Fwd: 39.5 |
1.97 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.3% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.4 | 9.7 | 9.6 | 9.3 | 8.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.98 | P/B: 18.13 | EV/EBITDA: 56.5 P/FCF: 42.7 | EV/Sales: 9.80 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.3% P/FCF: 42.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 52.0 | Short Float: 4.7% Insider Own: 38.3% | Inst Own: 56.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ASML $1016.96 Technology |
38.1 Fwd: 33.5 |
1.68 | 0.14 1.3 |
51.7% 29.4% |
$25.17 2.5% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.5 | 9.7 | 8.6 | 9.1 | 8.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.09 | P/B: 17.66 | EV/EBITDA: 29.0 P/FCF: 40.4 | EV/Sales: 11.01 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.17 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 51.0 | Short Float: 0.4% Insider Own: 0.1% | Inst Own: 17.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DUOL $201.21 Technology |
25.6 Fwd: 45.3 |
0.60 | 0.07 2.8 |
36.2% 40.0% |
$7.74 3.8% |
60.3% | N/A | EPS: +318.9% | Sales: +39.9% | 8.9 | 9.1 | 8.5 | 7.5 | 8.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.56 | P/B: 7.10 | EV/EBITDA: 65.2 P/FCF: 26.0 | EV/Sales: 8.50 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.47 π° Free Cash Flow AnalysisFCF per Share: $7.74 | FCF Yield: 3.8% P/FCF: 26.0 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.9% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 23.2 | Short Float: 9.9% Insider Own: 15.2% | Inst Own: 88.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NVDA $188.15 Technology |
53.5 Fwd: 28.2 |
1.34 | 0.11 4.2 |
109.4% 52.4% |
$2.96 1.6% |
64.2% | 91.8% | EPS: +64.5% | Sales: +71.5% | 7.3 | 9.5 | 9.0 | 8.9 | 8.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 27.67 | P/B: 45.75 | EV/EBITDA: 46.0 P/FCF: 63.5 | EV/Sales: 27.39 πͺ Quality MetricsROA: 76.7% | ROIC: 78.4% | Gross Margin: 69.8% Quick Ratio: 3.60 | Cash/sh: $2.34 π° Free Cash Flow AnalysisFCF per Share: $2.96 | FCF Yield: 1.6% P/FCF: 63.5 | Total FCF: $72.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +64.5% | Q/Q +61.2% Sales Growth: TTM +71.5% | Q/Q +55.6% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.28 | RSI: 47.9 | Short Float: 0.9% Insider Own: 4.1% | Inst Own: 68.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PAYC $162.15 Technology |
20.2 Fwd: 16.1 |
1.87 | 0.05 1.1 |
28.6% 22.6% |
$6.78 4.2% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.2 | 8.4 | 9.8 | 8.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.69 | P/B: 5.25 | EV/EBITDA: 11.4 P/FCF: 23.9 | EV/Sales: 4.54 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 75.0% Quick Ratio: 1.15 | Cash/sh: $6.48 π° Free Cash Flow AnalysisFCF per Share: $6.78 | FCF Yield: 4.2% P/FCF: 23.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.7% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 18.1 | Short Float: 5.1% Insider Own: 11.5% | Inst Own: 94.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PGR $217.27 Financial |
11.9 Fwd: 13.2 |
2.22 | 0.19 0.7 |
34.2% 12.6% |
$29.09 13.4% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.4 | 9.4 | 8.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.50 | P/B: 3.59 | EV/EBITDA: N/A P/FCF: 7.5 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.09 | FCF Yield: 13.4% P/FCF: 7.5 | Total FCF: $17.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 45.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MEDP $589.15 Healthcare |
41.2 Fwd: 35.5 |
3.03 | 0.49 0.6 |
73.7% 18.4% |
$24.03 4.1% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 8.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.04 | P/B: 56.38 | EV/EBITDA: 30.7 P/FCF: 24.5 | EV/Sales: 6.98 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.03 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 63.7 | Short Float: 7.4% Insider Own: 19.1% | Inst Own: 94.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PINS $27.09 Communication Services |
9.4 Fwd: 13.5 |
0.45 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.1% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.4 | 7.7 | 5.9 | 8.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.51 | P/B: 3.81 | EV/EBITDA: 51.8 P/FCF: 16.3 | EV/Sales: 3.90 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.1% P/FCF: 16.3 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 32.6 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 83.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| ANET $134.65 Technology |
51.2 Fwd: 40.2 |
2.44 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.4% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.7 | 6.6 | 8.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 20.07 | P/B: 14.24 | EV/EBITDA: 43.2 P/FCF: 41.9 | EV/Sales: 18.87 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.4% P/FCF: 41.9 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 36.1 | Short Float: 1.2% Insider Own: 17.3% | Inst Own: 69.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HALO $68.24 Healthcare |
14.3 Fwd: 8.4 |
0.45 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.5% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 9.5 | 7.9 | 8.8 | 7.0 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.46 | P/B: 15.91 | EV/EBITDA: 10.8 P/FCF: 13.3 | EV/Sales: 7.11 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 53.3 | Short Float: 9.9% Insider Own: 1.1% | Inst Own: 100.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRN $72.01 Consumer Defensive |
11.1 Fwd: 9.2 |
0.87 | 0.38 6.8 |
23.0% 12.8% |
$8.61 12.0% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.9 | 9.5 | 4.7 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.28 | P/B: 2.07 | EV/EBITDA: 5.4 P/FCF: 8.4 | EV/Sales: 1.22 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 12.0% P/FCF: 8.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.02 | RSI: 19.7 | Short Float: 10.5% Insider Own: 3.0% | Inst Own: 108.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| QLYS $149.73 Technology |
29.0 Fwd: 20.3 |
3.42 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.1% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 4.8 | 9.9 | 9.1 | 7.8 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.22 | P/B: 10.16 | EV/EBITDA: 21.9 P/FCF: 19.8 | EV/Sales: 7.67 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.1% P/FCF: 19.8 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 72.4 | Short Float: 9.1% Insider Own: 1.1% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| QFIN $22.28 Financial |
3.2 Fwd: 2.9 |
0.22 | 0.28 1.2 |
31.1% 38.7% |
N/A N/A |
12.3% | 18.0% | EPS: +68.6% | Sales: +9.9% | 8.7 | 8.7 | 7.7 | 7.4 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.11 | P/B: 0.88 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.77 πͺ Quality MetricsROA: 13.6% | ROIC: 24.5% | Gross Margin: 81.5% Quick Ratio: 1.23 | Cash/sh: $14.16 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +68.6% | Q/Q +43.2% Sales Growth: TTM +9.9% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 36.5 | Short Float: 4.5% Insider Own: 8.0% | Inst Own: 72.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GOOGL $278.83 Communication Services |
27.5 Fwd: 25.0 |
1.65 | 0.11 1.8 |
35.5% 32.2% |
$6.09 2.2% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 7.2 | 9.0 | 8.0 | 8.6 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.74 | P/B: 8.70 | EV/EBITDA: 22.5 P/FCF: 45.8 | EV/Sales: 8.59 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.15 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 2.2% P/FCF: 45.8 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 65.2 | Short Float: 1.0% Insider Own: 51.9% | Inst Own: 38.4% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| RMD $251.49 Healthcare |
25.7 Fwd: 20.8 |
2.26 | 0.14 2.9 |
25.4% 27.4% |
$12.11 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 8.8 | 9.1 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.98 | P/B: 6.00 | EV/EBITDA: 18.1 P/FCF: 20.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.11 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 36.6 | Short Float: 6.2% Insider Own: 0.6% | Inst Own: 66.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| YOU $36.08 Technology |
18.9 Fwd: 28.1 |
N/A | 0.77 0.9 |
130.9% 21.0% |
$2.21 6.1% |
32.0% | N/A | EPS: +135.7% | Sales: +17.8% | 6.2 | 9.5 | 8.8 | 5.5 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.47 | P/B: 23.69 | EV/EBITDA: 22.3 P/FCF: 16.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 18.3% | ROIC: 78.7% | Gross Margin: 60.4% Quick Ratio: 0.93 | Cash/sh: $4.04 π° Free Cash Flow AnalysisFCF per Share: $2.21 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +135.7% | Q/Q +16.6% Sales Growth: TTM +17.8% | Q/Q +15.5% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 68.3 | Short Float: 20.1% Insider Own: 9.5% | Inst Own: 101.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DXCM $55.00 Healthcare |
30.6 Fwd: 22.1 |
1.37 | 0.94 1.6 |
30.6% 16.0% |
$2.72 5.0% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.9 | 7.6 | 9.5 | 8.8 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.75 | P/B: 7.87 | EV/EBITDA: 20.3 P/FCF: 20.2 | EV/Sales: 4.58 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 5.0% P/FCF: 20.2 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 26.1 | Short Float: 3.0% Insider Own: 1.4% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MPWR $958.26 Technology |
24.5 Fwd: 46.2 |
1.22 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.5% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.9 | 8.2 | 7.4 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 17.25 | P/B: 12.87 | EV/EBITDA: 60.3 P/FCF: 65.1 | EV/Sales: 16.78 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.5% P/FCF: 65.1 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 45.1 | Short Float: 4.2% Insider Own: 5.4% | Inst Own: 102.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| NSSC $42.14 Industrials |
34.3 Fwd: 27.5 |
2.06 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.4% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 5.6 | 9.2 | 9.0 | 7.9 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.05 | P/B: 8.53 | EV/EBITDA: 27.9 P/FCF: 29.2 | EV/Sales: 7.51 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.46 | RSI: 47.0 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ABNB $120.88 Consumer Cyclical |
29.2 Fwd: 25.1 |
2.60 | 0.29 1.2 |
33.3% 22.7% |
$6.86 5.7% |
18.2% | N/A | EPS: -44.6% | Sales: +10.2% | 5.7 | 9.8 | 8.4 | 5.1 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.49 | P/B: 9.52 | EV/EBITDA: 24.6 P/FCF: 17.6 | EV/Sales: 5.70 πͺ Quality MetricsROA: 9.8% | ROIC: 32.8% | Gross Margin: 72.1% Quick Ratio: 1.23 | Cash/sh: $18.31 π° Free Cash Flow AnalysisFCF per Share: $6.86 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $4.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -44.6% | Q/Q +19.9% Sales Growth: TTM +10.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 38.9 | Short Float: 4.6% Insider Own: 31.4% | Inst Own: 55.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LRCX $159.35 Technology |
35.1 Fwd: 28.6 |
2.41 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.3 | 8.4 | 4.9 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 10.22 | P/B: 19.69 | EV/EBITDA: 28.9 P/FCF: 36.1 | EV/Sales: 10.10 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 36.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 60.8 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 87.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TSM $286.50 Technology |
29.4 Fwd: 23.0 |
0.97 | 0.19 2.7 |
34.9% 43.7% |
$5.89 2.1% |
21.1% | 26.8% | EPS: +57.2% | Sales: +39.7% | 9.2 | 8.7 | 8.2 | 0.5 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 12.84 | P/B: 9.48 | EV/EBITDA: 18.0 P/FCF: 48.6 | EV/Sales: 12.34 πͺ Quality MetricsROA: 23.2% | ROIC: 26.2% | Gross Margin: 58.1% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $30.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +57.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.31 | RSI: 46.0 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FTNT $81.79 Technology |
33.7 Fwd: 28.1 |
3.12 | 1.35 1.0 |
228.0% 28.6% |
$2.65 3.2% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 4.9 | 8.9 | 9.2 | 9.4 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.56 | P/B: 30.39 | EV/EBITDA: 25.1 P/FCF: 30.9 | EV/Sales: 9.24 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 82.7% Quick Ratio: 0.94 | Cash/sh: $4.08 π° Free Cash Flow AnalysisFCF per Share: $2.65 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.3% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 42.5 | Short Float: 3.2% Insider Own: 16.7% | Inst Own: 71.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MANH $177.61 Technology |
50.5 Fwd: 32.7 |
5.69 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.1 | 6.1 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 10.03 | P/B: 34.61 | EV/EBITDA: 37.1 P/FCF: 32.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 34.2 | Short Float: 2.7% Insider Own: 1.4% | Inst Own: 103.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BKNG $4940.00 Consumer Cyclical |
32.1 Fwd: 18.6 |
1.82 | N/A 1.3 |
N/A 19.4% |
$257.96 5.2% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.1 | 6.9 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.12 | P/B: N/A | EV/EBITDA: 16.1 P/FCF: 19.1 | EV/Sales: 6.15 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.96 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 37.8 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 95.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PYPL $66.22 Financial |
13.3 Fwd: 11.3 |
1.07 | 0.60 1.3 |
24.4% 14.9% |
$5.95 9.0% |
12.6% | 14.0% | EPS: +19.7% | Sales: +4.5% | 8.6 | 7.7 | 8.0 | 8.0 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.88 | P/B: 3.09 | EV/EBITDA: 8.7 P/FCF: 11.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 6.0% | ROIC: 15.3% | Gross Margin: 41.6% Quick Ratio: 1.34 | Cash/sh: $11.49 π° Free Cash Flow AnalysisFCF per Share: $5.95 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +19.7% | Q/Q +31.8% Sales Growth: TTM +4.5% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.6 | Short Float: 4.1% Insider Own: 0.1% | Inst Own: 79.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSFT $496.82 Technology |
35.4 Fwd: 26.5 |
2.00 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.1% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 7.6 | 9.1 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 12.57 | P/B: 10.17 | EV/EBITDA: 21.1 P/FCF: 47.3 | EV/Sales: 12.63 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.1% P/FCF: 47.3 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 34.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 73.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LULU $166.13 Consumer Cyclical |
11.4 Fwd: 13.1 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.7% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.4 | 8.5 | 7.7 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.88 | P/B: 4.50 | EV/EBITDA: 7.1 P/FCF: 17.6 | EV/Sales: 1.94 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.1 | Short Float: 7.7% Insider Own: 12.8% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| EXLS $39.54 Technology |
26.8 Fwd: 18.1 |
1.77 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.6% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.5 | 8.8 | 7.9 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.10 | P/B: 6.60 | EV/EBITDA: 16.9 P/FCF: 21.9 | EV/Sales: 3.11 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 42.5 | Short Float: 3.9% Insider Own: 3.8% | Inst Own: 98.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| V $336.02 Financial |
33.2 Fwd: 23.2 |
2.68 | 0.66 1.1 |
51.7% 49.8% |
$11.20 3.3% |
12.9% | 16.7% | EPS: +3.0% | Sales: +11.3% | 4.2 | 9.6 | 9.0 | 6.1 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 16.18 | P/B: 17.35 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 16.28 πͺ Quality MetricsROA: 20.5% | ROIC: 34.6% | Gross Margin: 77.3% Quick Ratio: 1.12 | Cash/sh: $11.41 π° Free Cash Flow AnalysisFCF per Share: $11.20 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +3.0% | Q/Q N/A Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 41.1 | Short Float: 1.6% Insider Own: 12.0% | Inst Own: 79.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CARG $33.34 Consumer Cyclical |
26.9 Fwd: 13.4 |
1.36 | 0.45 3.0 |
29.2% 14.1% |
$2.31 6.9% |
8.7% | -11.9% | EPS: +363.4% | Sales: +4.8% | 8.3 | 8.8 | 6.8 | 5.2 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.60 | P/B: 7.58 | EV/EBITDA: 13.8 P/FCF: 14.5 | EV/Sales: 3.56 πͺ Quality MetricsROA: 17.5% | ROIC: 20.9% | Gross Margin: 83.8% Quick Ratio: 3.02 | Cash/sh: $2.35 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 6.9% P/FCF: 14.5 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +363.4% | Q/Q +133.7% Sales Growth: TTM +4.8% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 37.8 | Short Float: 5.5% Insider Own: 18.1% | Inst Own: 87.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DT $47.22 Technology |
28.3 Fwd: 25.7 |
1.87 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.3% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.4 | 8.2 | 8.0 | 7.6 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.68 | P/B: 5.13 | EV/EBITDA: 50.4 P/FCF: 29.9 | EV/Sales: 7.02 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.3% P/FCF: 29.9 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 42.7 | Short Float: 2.5% Insider Own: 1.0% | Inst Own: 96.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ACAD $22.57 Healthcare |
14.5 Fwd: 30.7 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 5.2% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.7 | 9.3 | 8.1 | 5.7 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.64 | P/B: 4.16 | EV/EBITDA: 27.8 P/FCF: 19.2 | EV/Sales: 2.88 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.02 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 54.0 | Short Float: 5.2% Insider Own: 0.8% | Inst Own: 100.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| APP $619.93 Communication Services |
78.1 Fwd: 42.5 |
1.26 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.6% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.3 | 10.0 | 7.6 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 37.95 | P/B: 142.39 | EV/EBITDA: 55.2 P/FCF: 62.5 | EV/Sales: 38.28 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.6% P/FCF: 62.5 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.51 | RSI: 52.4 | Short Float: 7.7% Insider Own: 33.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| META $621.71 Communication Services |
27.5 Fwd: 20.9 |
2.28 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.9% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 8.2 | 8.4 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.27 | P/B: 8.08 | EV/EBITDA: 15.8 P/FCF: 35.0 | EV/Sales: 8.31 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 26.3 | Short Float: 1.1% Insider Own: 13.8% | Inst Own: 67.9% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| NFLX $1103.66 Communication Services |
46.1 Fwd: 34.1 |
1.80 | 0.66 1.3 |
42.9% 24.1% |
$21.16 1.9% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 8.0 | 8.0 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 10.79 | P/B: 18.02 | EV/EBITDA: 16.5 P/FCF: 52.1 | EV/Sales: 10.97 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $22.01 π° Free Cash Flow AnalysisFCF per Share: $21.16 | FCF Yield: 1.9% P/FCF: 52.1 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.70 | RSI: 39.7 | Short Float: 1.4% Insider Own: 0.6% | Inst Own: 84.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| FICO $1740.00 Technology |
65.5 Fwd: 34.8 |
2.63 | N/A 0.8 |
N/A 32.8% |
$32.07 1.8% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.5 | 8.9 | 8.1 | 8.2 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 20.98 | P/B: N/A | EV/EBITDA: 47.2 P/FCF: 54.2 | EV/Sales: 22.46 πͺ Quality MetricsROA: 35.9% | ROIC: 70.1% | Gross Margin: 82.2% Quick Ratio: 0.92 | Cash/sh: $5.59 π° Free Cash Flow AnalysisFCF per Share: $32.07 | FCF Yield: 1.8% P/FCF: 54.2 | Total FCF: $0.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.1% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 60.5 | Short Float: 4.1% Insider Own: 2.9% | Inst Own: 90.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| KLAC $1193.37 Technology |
37.5 Fwd: 28.6 |
3.39 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.0 | 8.9 | 7.1 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 12.52 | P/B: 31.48 | EV/EBITDA: 27.5 P/FCF: 40.5 | EV/Sales: 12.64 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 57.9 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PCTY $141.88 Technology |
35.5 Fwd: 17.4 |
3.52 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.2% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.5 | 8.5 | 9.2 | 9.1 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.70 | P/B: 6.99 | EV/EBITDA: 17.8 P/FCF: 19.4 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.2% P/FCF: 19.4 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 38.5 | Short Float: 2.7% Insider Own: 19.6% | Inst Own: 81.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DOCS $54.29 Healthcare |
46.6 Fwd: 31.6 |
4.29 | 0.01 6.4 |
24.2% 39.9% |
$1.53 2.8% |
37.4% | 79.5% | EPS: +46.5% | Sales: +19.4% | 2.9 | 9.3 | 9.7 | 7.2 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 17.25 | P/B: 9.92 | EV/EBITDA: 37.4 P/FCF: 35.4 | EV/Sales: 15.84 πͺ Quality MetricsROA: 20.6% | ROIC: 22.7% | Gross Margin: 90.1% Quick Ratio: 6.44 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 2.8% P/FCF: 35.4 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +46.5% | Q/Q +27.6% Sales Growth: TTM +19.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.37 | RSI: 21.3 | Short Float: 3.5% Insider Own: 29.3% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MLI $107.09 Industrials |
16.0 Fwd: 13.9 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.10 5.7% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.4 | 8.4 | 4.5 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.87 | P/B: 3.87 | EV/EBITDA: 11.2 P/FCF: 17.6 | EV/Sales: 2.57 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 64.9 | Short Float: 2.0% Insider Own: 2.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ADP $254.16 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.38 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.0 | 7.3 | 7.3 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.92 | P/B: 16.15 | EV/EBITDA: 17.3 P/FCF: 22.3 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 22.1 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 83.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GILD $118.84 Healthcare |
18.4 Fwd: 13.7 |
0.70 | 1.16 1.5 |
40.6% 27.9% |
$7.55 6.4% |
5.2% | -38.1% | EPS: +6407.2% | Sales: +2.7% | 9.5 | 8.0 | 6.2 | 4.5 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.08 | P/B: 6.88 | EV/EBITDA: 11.9 P/FCF: 15.7 | EV/Sales: 5.61 πͺ Quality MetricsROA: 14.3% | ROIC: 19.4% | Gross Margin: 85.8% Quick Ratio: 1.17 | Cash/sh: $7.54 π° Free Cash Flow AnalysisFCF per Share: $7.55 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $9.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: -38.1% EPS Growth: TTM +6407.2% | Q/Q +141.8% Sales Growth: TTM +2.7% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.33 | RSI: 48.9 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 89.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CHKP $200.29 Technology |
21.9 Fwd: 19.0 |
2.65 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.5% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 5.6 | 9.8 | 6.2 | 5.2 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.09 | P/B: 7.05 | EV/EBITDA: 21.2 P/FCF: 18.3 | EV/Sales: 7.54 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.5 | Short Float: 3.3% Insider Own: 22.6% | Inst Own: 70.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| IDXX $708.45 Healthcare |
56.2 Fwd: 49.3 |
3.65 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.7% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.2 | 8.4 | 7.7 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 13.57 | P/B: 36.30 | EV/EBITDA: 39.7 P/FCF: 58.7 | EV/Sales: 13.79 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.7% P/FCF: 58.7 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.8 | Short Float: 2.2% Insider Own: 1.1% | Inst Own: 97.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| USLM $115.70 Basic Materials |
25.4 Fwd: 23.9 |
2.23 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.1% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.5 | 8.3 | 8.4 | 7.0 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.08 | P/B: 5.50 | EV/EBITDA: 16.7 P/FCF: 31.8 | EV/Sales: 8.14 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.2 | Short Float: 4.0% Insider Own: 62.6% | Inst Own: 29.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| AMAT $230.07 Technology |
27.4 Fwd: 24.1 |
3.48 | 0.35 2.5 |
35.6% 23.9% |
$7.31 3.2% |
13.2% | 24.6% | EPS: -6.0% | Sales: +6.7% | 4.9 | 8.7 | 8.0 | 6.9 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.41 | P/B: 9.40 | EV/EBITDA: 20.2 P/FCF: 31.5 | EV/Sales: 6.40 πͺ Quality MetricsROA: 20.1% | ROIC: 26.9% | Gross Margin: 48.5% Quick Ratio: 1.76 | Cash/sh: $8.80 π° Free Cash Flow AnalysisFCF per Share: $7.31 | FCF Yield: 3.2% P/FCF: 31.5 | Total FCF: $5.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 24.6% EPS Growth: TTM -6.0% | Q/Q +8.4% Sales Growth: TTM +6.7% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 55.0 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABT $126.36 Healthcare |
15.8 Fwd: 22.3 |
1.53 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.1 | 6.9 | 6.0 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.01 | P/B: 4.31 | EV/EBITDA: 20.4 P/FCF: 31.8 | EV/Sales: 5.14 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 44.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DPZ $410.18 Consumer Cyclical |
24.0 Fwd: 21.0 |
2.81 | N/A 1.6 |
N/A 12.2% |
$18.69 4.6% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.7 | 7.3 | 6.9 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.86 | P/B: N/A | EV/EBITDA: 18.1 P/FCF: 21.9 | EV/Sales: 3.81 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 46.4 | Short Float: 6.5% Insider Own: 0.6% | Inst Own: 104.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ADSK $297.18 Technology |
61.6 Fwd: 26.3 |
3.89 | 1.01 0.8 |
40.2% 15.8% |
$8.84 3.0% |
13.4% | 39.7% | EPS: -0.9% | Sales: +14.0% | 4.6 | 8.0 | 8.8 | 8.9 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.62 | P/B: 23.31 | EV/EBITDA: 43.0 P/FCF: 33.6 | EV/Sales: 9.69 πͺ Quality MetricsROA: 10.0% | ROIC: 19.3% | Gross Margin: 86.4% Quick Ratio: 0.76 | Cash/sh: $10.50 π° Free Cash Flow AnalysisFCF per Share: $8.84 | FCF Yield: 3.0% P/FCF: 33.6 | Total FCF: $1.88B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM -0.9% | Q/Q +12.0% Sales Growth: TTM +14.0% | Q/Q +17.2% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 39.8 | Short Float: 1.5% Insider Own: 0.3% | Inst Own: 94.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MA $551.97 Financial |
35.3 Fwd: 28.9 |
2.35 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 7.9 | 6.7 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 15.74 | P/B: 62.85 | EV/EBITDA: 25.5 P/FCF: 29.5 | EV/Sales: 15.99 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 40.5 | Short Float: 0.7% Insider Own: 8.7% | Inst Own: 81.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| APH $139.09 Technology |
46.4 Fwd: 35.6 |
1.39 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.1 | 7.5 | 7.3 | 7.2 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.12 | P/B: 13.59 | EV/EBITDA: 29.2 P/FCF: 47.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 63.8 | Short Float: 0.7% Insider Own: 0.6% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AAPL $268.47 Technology |
36.0 Fwd: 29.8 |
3.59 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.5% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.8 | 7.4 | 5.3 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.53 | P/B: 53.79 | EV/EBITDA: 27.8 P/FCF: 40.2 | EV/Sales: 9.67 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $98.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 63.7 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 64.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MNST $69.73 Consumer Defensive |
43.5 Fwd: 31.8 |
3.05 | 0.00 3.5 |
24.1% 20.5% |
$1.90 2.7% |
12.3% | 8.0% | EPS: -0.5% | Sales: +3.7% | 3.3 | 8.7 | 8.4 | 7.5 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.89 | P/B: 9.47 | EV/EBITDA: 28.9 P/FCF: 36.7 | EV/Sales: 8.62 πͺ Quality MetricsROA: 18.7% | ROIC: 21.9% | Gross Margin: 55.2% Quick Ratio: 3.00 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.90 | FCF Yield: 2.7% P/FCF: 36.7 | Total FCF: $1.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 8.0% EPS Growth: TTM -0.5% | Q/Q +21.1% Sales Growth: TTM +3.7% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.49 | RSI: 58.7 | Short Float: 2.6% Insider Own: 29.0% | Inst Own: 68.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SCHW $95.24 Financial |
22.3 Fwd: 17.1 |
0.85 | 0.56 1.2 |
17.0% 28.6% |
$21.69 22.8% |
17.1% | 2.3% | EPS: +66.6% | Sales: +5.9% | 8.7 | 7.0 | 6.8 | 6.5 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.37 | P/B: 4.05 | EV/EBITDA: 9.2 P/FCF: 4.4 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 11.2% | Gross Margin: 82.3% Quick Ratio: 1.18 | Cash/sh: $43.19 π° Free Cash Flow AnalysisFCF per Share: $21.69 | FCF Yield: 22.8% P/FCF: 4.4 | Total FCF: $39.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 2.3% EPS Growth: TTM +66.6% | Q/Q +77.9% Sales Growth: TTM +5.9% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 55.6 | Short Float: 1.0% Insider Own: 5.7% | Inst Own: 83.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CTAS $185.07 Industrials |
41.1 Fwd: 34.5 |
3.92 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.5 | 8.2 | 7.6 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.05 | P/B: 15.68 | EV/EBITDA: 26.3 P/FCF: 43.9 | EV/Sales: 7.29 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.0 | Short Float: 1.8% Insider Own: 14.8% | Inst Own: 65.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GWW $955.04 Industrials |
26.7 Fwd: 21.9 |
3.67 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.9 | 8.3 | 7.9 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.56 | P/B: 12.77 | EV/EBITDA: 17.5 P/FCF: 36.9 | EV/Sales: 2.70 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 45.8 | Short Float: 2.3% Insider Own: 6.1% | Inst Own: 77.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ULTA $517.79 Consumer Cyclical |
19.9 Fwd: 19.1 |
3.42 | 0.88 1.4 |
48.5% 10.3% |
$21.23 4.1% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.9 | 8.2 | 8.0 | 6.9 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.99 | P/B: 8.92 | EV/EBITDA: 13.5 P/FCF: 24.4 | EV/Sales: 2.17 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.23 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 45.6 | Short Float: 4.2% Insider Own: 0.2% | Inst Own: 101.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AZO $3718.26 Consumer Cyclical |
25.7 Fwd: 20.4 |
2.12 | N/A 0.9 |
N/A 13.2% |
$107.62 2.9% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 7.0 | 7.2 | 7.5 | 7.3 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.27 | P/B: N/A | EV/EBITDA: 17.6 P/FCF: 34.5 | EV/Sales: 3.91 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.9% P/FCF: 34.5 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 37.4 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| HOOD $130.36 Financial |
54.1 Fwd: 53.6 |
2.47 | 2.27 1.2 |
27.8% 51.9% |
N/A N/A |
60.7% | N/A | EPS: +315.2% | Sales: +73.5% | 4.1 | 8.9 | 8.1 | 4.2 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 27.40 | P/B: 13.67 | EV/EBITDA: 62.1 P/FCF: N/A | EV/Sales: 30.95 πͺ Quality MetricsROA: 5.2% | ROIC: 25.3% | Gross Margin: 89.8% Quick Ratio: 1.22 | Cash/sh: $4.98 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +315.2% | Q/Q +265.8% Sales Growth: TTM +73.5% | Q/Q +99.4% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.45 | RSI: 45.8 | Short Float: 5.9% Insider Own: 16.2% | Inst Own: 62.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| LOW $233.16 Consumer Cyclical |
19.2 Fwd: 17.6 |
2.94 | N/A 1.1 |
N/A 8.2% |
$13.71 5.9% |
3.0% | 17.4% | EPS: +0.8% | Sales: -0.5% | 5.8 | 8.1 | 7.6 | 5.4 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.56 | P/B: N/A | EV/EBITDA: 13.5 P/FCF: 17.0 | EV/Sales: 1.97 πͺ Quality MetricsROA: 14.9% | ROIC: 29.8% | Gross Margin: 31.3% Quick Ratio: 0.29 | Cash/sh: $9.37 π° Free Cash Flow AnalysisFCF per Share: $13.71 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $7.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.8% | Q/Q +2.4% Sales Growth: TTM -0.5% | Q/Q +1.6% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 36.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 78.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BMI $187.87 Technology |
40.0 Fwd: 34.5 |
3.62 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.0% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.5 | 8.2 | 8.7 | 4.7 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.14 | P/B: 7.88 | EV/EBITDA: 25.0 P/FCF: 33.3 | EV/Sales: 5.92 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 58.4 | Short Float: 6.2% Insider Own: 0.5% | Inst Own: 98.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CB $287.55 Financial |
12.0 Fwd: 10.9 |
1.44 | 0.31 0.4 |
14.1% 16.5% |
$37.34 13.0% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.8 | 7.6 | 6.2 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 1.58 | EV/EBITDA: N/A P/FCF: 7.7 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.34 | FCF Yield: 13.0% P/FCF: 7.7 | Total FCF: $14.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 61.0 | Short Float: 0.6% Insider Own: 0.4% | Inst Own: 91.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZM $81.69 Technology |
21.5 Fwd: 13.8 |
5.16 | 0.01 4.4 |
13.6% 25.0% |
$6.17 7.5% |
49.6% | 106.5% | EPS: +36.6% | Sales: +3.6% | 4.1 | 8.0 | 8.8 | 6.7 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.14 | P/B: 2.74 | EV/EBITDA: 14.2 P/FCF: 13.2 | EV/Sales: 3.52 πͺ Quality MetricsROA: 11.0% | ROIC: 13.2% | Gross Margin: 76.4% Quick Ratio: 4.36 | Cash/sh: $26.02 π° Free Cash Flow AnalysisFCF per Share: $6.17 | FCF Yield: 7.5% P/FCF: 13.2 | Total FCF: $1.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.6% | 5Y EPS CAGR: 106.5% EPS Growth: TTM +36.6% | Q/Q +66.8% Sales Growth: TTM +3.6% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 46.0 | Short Float: 2.0% Insider Own: 11.2% | Inst Own: 65.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CPRT $40.51 Industrials |
25.5 Fwd: 21.4 |
2.41 | 0.01 8.2 |
18.6% 33.4% |
$1.27 3.1% |
16.1% | 16.7% | EPS: +13.3% | Sales: +9.7% | 6.1 | 7.2 | 8.1 | 7.7 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.44 | P/B: 4.27 | EV/EBITDA: 18.1 P/FCF: 31.9 | EV/Sales: 7.43 πͺ Quality MetricsROA: 16.8% | ROIC: 16.8% | Gross Margin: 44.7% Quick Ratio: 8.19 | Cash/sh: $4.95 π° Free Cash Flow AnalysisFCF per Share: $1.27 | FCF Yield: 3.1% P/FCF: 31.9 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.3% | Q/Q +22.7% Sales Growth: TTM +9.7% | Q/Q +5.2% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 28.8 | Short Float: 3.5% Insider Own: 8.5% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ROL $58.61 Consumer Cyclical |
55.0 Fwd: 46.7 |
4.49 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.4% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.7 | 8.5 | 8.8 | 7.4 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.72 | P/B: 18.54 | EV/EBITDA: 34.5 P/FCF: 42.1 | EV/Sales: 7.93 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.4% P/FCF: 42.1 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 56.5 | Short Float: 2.8% Insider Own: 40.1% | Inst Own: 56.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MELI $2108.60 Consumer Cyclical |
51.5 Fwd: 34.3 |
1.64 | 2.08 1.2 |
40.6% 7.9% |
$130.48 6.2% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 6.8 | 6.4 | 8.7 | 8.2 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.08 | P/B: 17.19 | EV/EBITDA: 27.7 P/FCF: 16.2 | EV/Sales: 4.08 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.48 | FCF Yield: 6.2% P/FCF: 16.2 | Total FCF: $6.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 39.4 | Short Float: 1.2% Insider Own: 7.4% | Inst Own: 82.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TT $434.50 Industrials |
33.4 Fwd: 29.4 |
2.34 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.6% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.0 | 7.3 | 7.0 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.58 | P/B: 11.58 | EV/EBITDA: 22.9 P/FCF: 37.8 | EV/Sales: 4.74 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.6% P/FCF: 37.8 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 55.3 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 90.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| JKHY $160.80 Technology |
24.4 Fwd: 23.1 |
3.75 | 0.01 1.1 |
23.4% 19.9% |
$8.20 5.1% |
7.0% | 10.1% | EPS: +19.4% | Sales: +7.8% | 4.4 | 8.6 | 7.0 | 7.0 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.83 | P/B: 5.50 | EV/EBITDA: 14.4 P/FCF: 19.6 | EV/Sales: 4.82 πͺ Quality MetricsROA: 16.1% | ROIC: 21.9% | Gross Margin: 43.5% Quick Ratio: 1.13 | Cash/sh: $0.50 π° Free Cash Flow AnalysisFCF per Share: $8.20 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 10.1% EPS Growth: TTM +19.4% | Q/Q +21.1% Sales Growth: TTM +7.8% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 62.2 | Short Float: 4.8% Insider Own: 0.6% | Inst Own: 105.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WRB $74.97 Financial |
15.8 Fwd: 16.1 |
2.46 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.5% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.4 | 7.3 | 8.6 | 7.0 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.94 | P/B: 2.91 | EV/EBITDA: N/A P/FCF: 8.7 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.5% P/FCF: 8.7 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 53.9 | Short Float: 3.3% Insider Own: 21.7% | Inst Own: 67.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ZTS $120.24 Healthcare |
20.3 Fwd: 17.6 |
2.51 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.2% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.9 | 7.2 | 7.7 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.64 | P/B: 9.83 | EV/EBITDA: 14.4 P/FCF: 23.7 | EV/Sales: 6.19 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 17.7 | Short Float: 2.0% Insider Own: 0.2% | Inst Own: 97.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NVMI $307.59 Technology |
40.4 Fwd: 32.0 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +51.2% | Sales: +39.4% | 6.4 | 6.9 | 8.5 | 6.2 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +51.2% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 42.1 | Short Float: 4.7% Insider Own: N/A | Inst Own: 79.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PTC $176.11 Technology |
28.7 Fwd: 20.5 |
3.79 | 0.36 0.9 |
21.0% 27.1% |
$7.15 4.1% |
13.4% | 40.4% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.5 | 8.1 | 7.8 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.70 | P/B: 6.01 | EV/EBITDA: 19.6 P/FCF: 24.6 | EV/Sales: 8.13 πͺ Quality MetricsROA: 11.4% | ROIC: 14.2% | Gross Margin: 82.1% Quick Ratio: 0.89 | Cash/sh: $1.54 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 4.1% P/FCF: 24.6 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.4% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 21.3 | Short Float: 2.1% Insider Own: 0.3% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BMRN $51.46 Healthcare |
19.3 Fwd: 11.4 |
0.58 | 0.10 4.8 |
9.1% 16.9% |
$4.33 8.4% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.3 | 6.7 | 4.9 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.20 | P/B: 1.63 | EV/EBITDA: 9.6 P/FCF: 11.9 | EV/Sales: 2.92 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 8.4% P/FCF: 11.9 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.31 | RSI: 39.9 | Short Float: 4.5% Insider Own: 1.5% | Inst Own: 98.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMG $30.59 Consumer Cyclical |
27.0 Fwd: 25.0 |
3.02 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.9% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.8 | 7.0 | 9.1 | 7.7 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.43 | P/B: 12.59 | EV/EBITDA: 18.7 P/FCF: 25.7 | EV/Sales: 3.73 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.9% P/FCF: 25.7 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 18.8 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AWI $188.71 Industrials |
27.0 Fwd: 22.4 |
1.85 | 0.56 1.5 |
38.0% 19.1% |
$5.60 3.0% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.0 | 5.5 | 6.0 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.09 | P/B: 9.16 | EV/EBITDA: 20.0 P/FCF: 33.7 | EV/Sales: 5.34 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 3.0% P/FCF: 33.7 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 39.5 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COST $922.74 Consumer Defensive |
50.7 Fwd: 41.8 |
4.79 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.7 | 9.1 | 8.9 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.49 | P/B: 14.02 | EV/EBITDA: 31.5 P/FCF: 52.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 52.2 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 46.0 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| REGN $657.53 Healthcare |
15.7 Fwd: 15.4 |
4.51 | 0.09 4.1 |
15.2% 32.1% |
$40.17 6.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 8.1 | 8.4 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.85 | P/B: 2.24 | EV/EBITDA: 14.6 P/FCF: 16.4 | EV/Sales: 4.45 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 67.7 | Short Float: 2.9% Insider Own: 3.6% | Inst Own: 87.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| INTU $648.85 Technology |
47.3 Fwd: 24.7 |
3.37 | 0.34 1.4 |
20.3% 20.6% |
$21.82 3.4% |
19.6% | 14.6% | EPS: +30.6% | Sales: +15.6% | 4.5 | 7.5 | 7.7 | 8.9 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.61 | P/B: 9.19 | EV/EBITDA: 31.8 P/FCF: 29.7 | EV/Sales: 9.72 πͺ Quality MetricsROA: 11.2% | ROIC: 14.7% | Gross Margin: 77.0% Quick Ratio: 1.36 | Cash/sh: $16.33 π° Free Cash Flow AnalysisFCF per Share: $21.82 | FCF Yield: 3.4% P/FCF: 29.7 | Total FCF: $6.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +30.6% | Q/Q +1992.3% Sales Growth: TTM +15.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 8.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 40.6 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| JNJ $186.57 Healthcare |
18.0 Fwd: 16.2 |
2.44 | 0.58 1.1 |
33.6% 27.3% |
$8.13 4.4% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 6.2 | 8.3 | 5.5 | 5.7 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.88 | P/B: 5.66 | EV/EBITDA: 15.3 P/FCF: 22.9 | EV/Sales: 5.17 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $19.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.36 | RSI: 47.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 73.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MCO $487.98 Financial |
39.2 Fwd: 30.0 |
2.93 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.6 | 6.6 | 6.8 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.61 | P/B: 22.00 | EV/EBITDA: 24.6 P/FCF: 36.3 | EV/Sales: 12.31 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.3 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 52.4 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ILMN $121.90 Healthcare |
27.3 Fwd: 24.4 |
2.52 | 1.08 1.4 |
31.2% 16.4% |
$6.54 5.4% |
4.3% | N/A | EPS: +144.9% | Sales: -2.4% | 5.7 | 7.8 | 7.0 | 4.8 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.35 | P/B: 7.83 | EV/EBITDA: 17.9 P/FCF: 18.6 | EV/Sales: 4.65 πͺ Quality MetricsROA: 11.5% | ROIC: 18.1% | Gross Margin: 66.8% Quick Ratio: 1.12 | Cash/sh: $8.36 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $1.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +144.9% | Q/Q -77.9% Sales Growth: TTM -2.4% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 4.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 67.7 | Short Float: 4.5% Insider Own: 2.8% | Inst Own: 102.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VEEV $294.86 Healthcare |
60.5 Fwd: 34.9 |
4.28 | 0.01 5.6 |
13.7% 27.3% |
$8.10 2.7% |
20.0% | 17.8% | EPS: +30.5% | Sales: +15.3% | 2.9 | 7.9 | 8.6 | 7.7 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 16.28 | P/B: 7.28 | EV/EBITDA: 47.8 P/FCF: 36.4 | EV/Sales: 14.15 πͺ Quality MetricsROA: 11.3% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 5.57 | Cash/sh: $39.07 π° Free Cash Flow AnalysisFCF per Share: $8.10 | FCF Yield: 2.7% P/FCF: 36.4 | Total FCF: $1.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +30.5% | Q/Q +14.9% Sales Growth: TTM +15.3% | Q/Q +16.7% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 55.0 | Short Float: 3.0% Insider Own: 8.8% | Inst Own: 88.3% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CTSH $73.20 Technology |
17.0 Fwd: 13.1 |
1.95 | 0.08 2.4 |
14.5% 10.2% |
$5.49 7.5% |
3.3% | 6.5% | EPS: -4.6% | Sales: +7.4% | 7.6 | 7.5 | 5.3 | 5.8 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.69 | P/B: 2.37 | EV/EBITDA: 8.9 P/FCF: 13.3 | EV/Sales: 1.64 πͺ Quality MetricsROA: 10.6% | ROIC: 13.4% | Gross Margin: 31.5% Quick Ratio: 2.36 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $5.49 | FCF Yield: 7.5% P/FCF: 13.3 | Total FCF: $2.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.3% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -4.6% | Q/Q -52.0% Sales Growth: TTM +7.4% | Q/Q +7.4% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.5 | Short Float: 5.7% Insider Own: 0.4% | Inst Own: 102.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FAST $40.85 Industrials |
38.3 Fwd: 33.6 |
3.83 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.4 | 6.3 | 8.5 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.86 | P/B: 12.04 | EV/EBITDA: 26.2 P/FCF: 48.6 | EV/Sales: 5.89 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 32.2 | Short Float: 2.1% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| GGG $81.65 Industrials |
27.9 Fwd: 25.7 |
3.66 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.0 | 8.6 | 6.3 | 6.3 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.18 | P/B: 5.19 | EV/EBITDA: 19.0 P/FCF: 21.7 | EV/Sales: 5.92 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 46.2 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NOW $861.87 Technology |
104.2 Fwd: 42.2 |
5.04 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.2% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.6 | 8.5 | 7.5 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 14.15 | P/B: 15.83 | EV/EBITDA: 74.8 P/FCF: 45.3 | EV/Sales: 13.91 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 36.3 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 89.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| FSLR $267.64 Technology |
20.6 Fwd: 11.9 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.7 | 4.8 | 4.6 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.69 | P/B: 3.19 | EV/EBITDA: 13.0 P/FCF: 46.7 | EV/Sales: 5.46 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 63.6 | Short Float: 8.3% Insider Own: 5.4% | Inst Own: 107.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| HLT $273.32 Consumer Cyclical |
39.6 Fwd: 30.1 |
2.91 | N/A 0.7 |
N/A 14.2% |
$10.28 3.8% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.4 | 7.8 | 6.9 | 6.5 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.41 | P/B: N/A | EV/EBITDA: 27.2 P/FCF: 26.6 | EV/Sales: 6.37 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 61.6 | Short Float: 3.1% Insider Own: 2.0% | Inst Own: 102.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ORLY $97.09 Consumer Cyclical |
33.6 Fwd: 29.3 |
3.21 | N/A 0.8 |
N/A 14.2% |
$1.85 1.9% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.7 | 7.1 | 8.2 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.71 | P/B: N/A | EV/EBITDA: 23.4 P/FCF: 52.6 | EV/Sales: 5.18 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 53.6% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.8% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MKTX $167.27 Financial |
28.1 Fwd: 20.7 |
3.48 | 0.05 2.3 |
16.4% 26.5% |
$9.69 5.8% |
9.8% | 6.2% | EPS: -14.4% | Sales: +8.3% | 3.9 | 8.4 | 6.3 | 6.6 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.43 | P/B: 4.51 | EV/EBITDA: 13.4 P/FCF: 17.3 | EV/Sales: 6.91 πͺ Quality MetricsROA: 11.5% | ROIC: 16.1% | Gross Margin: 80.1% Quick Ratio: 2.27 | Cash/sh: $13.91 π° Free Cash Flow AnalysisFCF per Share: $9.69 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -14.4% | Q/Q +10.7% Sales Growth: TTM +8.3% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 6.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 47.9 | Short Float: 4.4% Insider Own: 2.2% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PAYX $111.96 Technology |
25.1 Fwd: 19.0 |
3.25 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.9 | 5.8 | 8.1 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.96 | P/B: 10.15 | EV/EBITDA: 16.0 P/FCF: 22.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 21.4 | Short Float: 4.0% Insider Own: 10.5% | Inst Own: 82.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| BR $221.72 Technology |
28.4 Fwd: 21.7 |
2.95 | 1.32 0.9 |
38.2% 13.1% |
$11.04 5.0% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.0 | 6.8 | 7.1 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.67 | P/B: 9.82 | EV/EBITDA: 16.4 P/FCF: 20.1 | EV/Sales: 4.12 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.04 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 38.0 | Short Float: 1.5% Insider Own: 0.5% | Inst Own: 93.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CINF $164.64 Financial |
12.2 Fwd: 19.4 |
1.95 | 0.06 0.6 |
14.5% 17.6% |
$17.90 10.9% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.4 | 5.6 | 7.1 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.13 | P/B: 1.67 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.90 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.69 | RSI: 65.5 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 72.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DOCU $69.70 Technology |
52.6 Fwd: 17.2 |
5.94 | 0.06 0.7 |
14.2% 9.1% |
$4.65 6.7% |
25.0% | N/A | EPS: -71.4% | Sales: +8.3% | 3.9 | 7.8 | 7.1 | 6.5 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.53 | P/B: 7.05 | EV/EBITDA: 36.9 P/FCF: 15.0 | EV/Sales: 4.29 πͺ Quality MetricsROA: 7.3% | ROIC: 13.4% | Gross Margin: 78.9% Quick Ratio: 0.74 | Cash/sh: $4.28 π° Free Cash Flow AnalysisFCF per Share: $4.65 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -71.4% | Q/Q -93.0% Sales Growth: TTM +8.3% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.7 | Short Float: 2.7% Insider Own: 1.0% | Inst Own: 87.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AVGO $349.43 Technology |
89.3 Fwd: 37.5 |
2.52 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.5% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.0 | 7.3 | 7.2 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 27.54 | P/B: 22.52 | EV/EBITDA: 52.1 P/FCF: 66.2 | EV/Sales: 28.43 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.5% P/FCF: 66.2 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 48.4 | Short Float: 1.1% Insider Own: 1.9% | Inst Own: 77.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AXP $368.54 Financial |
24.8 Fwd: 21.1 |
1.98 | 1.83 7.2 |
33.7% 13.2% |
$27.48 7.5% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.7 | 7.0 | 6.2 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.23 | P/B: 7.83 | EV/EBITDA: 11.2 P/FCF: 13.4 | EV/Sales: 3.29 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.48 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $18.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 70.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 87.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SAP $251.96 Technology |
37.7 Fwd: 30.2 |
1.34 | 0.21 1.1 |
16.3% 19.5% |
$6.33 2.5% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 7.9 | 7.4 | 5.5 | 0.5 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.11 | P/B: 5.70 | EV/EBITDA: 22.8 P/FCF: 39.8 | EV/Sales: 7.14 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.8 | Short Float: 0.3% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DASH $204.31 Consumer Cyclical |
103.8 Fwd: 57.9 |
0.64 | 0.34 2.0 |
10.1% 6.8% |
$4.87 2.4% |
64.7% | N/A | EPS: +570.4% | Sales: +24.5% | 7.8 | 5.5 | 7.4 | 6.0 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.91 | P/B: 9.78 | EV/EBITDA: 60.5 P/FCF: 42.0 | EV/Sales: 6.51 πͺ Quality MetricsROA: 5.7% | ROIC: 6.8% | Gross Margin: 45.6% Quick Ratio: 2.06 | Cash/sh: $19.48 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +570.4% | Q/Q +45.3% Sales Growth: TTM +24.5% | Q/Q +27.4% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 25.9 | Short Float: 3.3% Insider Own: 19.4% | Inst Own: 75.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CRM $239.88 Technology |
34.8 Fwd: 18.9 |
2.76 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.5% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.1 | 6.4 | 7.4 | 8.7 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.78 | P/B: 3.74 | EV/EBITDA: 16.2 P/FCF: 18.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.5% P/FCF: 18.3 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 41.3 | Short Float: 1.7% Insider Own: 2.6% | Inst Own: 82.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PH $844.01 Industrials |
30.1 Fwd: 25.9 |
3.50 | 0.75 1.1 |
27.3% 18.2% |
$26.75 3.2% |
7.7% | 23.9% | EPS: +24.4% | Sales: +0.2% | 4.0 | 7.1 | 7.8 | 6.5 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.33 | P/B: 7.81 | EV/EBITDA: 22.8 P/FCF: 31.6 | EV/Sales: 5.82 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.1% Quick Ratio: 0.61 | Cash/sh: $3.74 π° Free Cash Flow AnalysisFCF per Share: $26.75 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +24.4% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 76.7 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ONTO $139.09 Technology |
34.4 Fwd: 24.4 |
4.07 | 0.01 9.6 |
10.5% 19.3% |
$4.87 3.5% |
26.4% | 129.6% | EPS: +20.3% | Sales: +15.5% | 3.9 | 6.8 | 8.5 | 6.3 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.58 | P/B: 3.47 | EV/EBITDA: 19.8 P/FCF: 28.6 | EV/Sales: 5.73 πͺ Quality MetricsROA: 9.6% | ROIC: 10.1% | Gross Margin: 50.8% Quick Ratio: 7.86 | Cash/sh: $18.26 π° Free Cash Flow AnalysisFCF per Share: $4.87 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM +20.3% | Q/Q -35.1% Sales Growth: TTM +15.5% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 56.8 | Short Float: 4.0% Insider Own: 0.8% | Inst Own: 103.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| PODD $319.82 Healthcare |
92.8 Fwd: 52.0 |
2.75 | 0.73 2.9 |
19.7% 9.8% |
$5.62 1.8% |
22.9% | 98.8% | EPS: -40.5% | Sales: +27.1% | 3.6 | 6.5 | 8.8 | 8.0 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.93 | P/B: 15.39 | EV/EBITDA: 42.6 P/FCF: 57.0 | EV/Sales: 9.03 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.0% Quick Ratio: 2.18 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $5.62 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -40.5% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 49.9 | Short Float: 2.3% Insider Own: 0.4% | Inst Own: 110.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| PANW $212.29 Technology |
132.7 Fwd: 49.2 |
9.83 | 0.05 0.9 |
17.4% 12.3% |
$5.13 2.4% |
22.0% | N/A | EPS: -57.4% | Sales: +14.9% | 2.9 | 7.8 | 6.9 | 8.2 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 15.58 | P/B: 18.12 | EV/EBITDA: 70.5 P/FCF: 41.4 | EV/Sales: 15.31 πͺ Quality MetricsROA: 5.2% | ROIC: 13.9% | Gross Margin: 73.4% Quick Ratio: 0.89 | Cash/sh: $4.30 π° Free Cash Flow AnalysisFCF per Share: $5.13 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $3.47B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -57.4% | Q/Q -29.2% Sales Growth: TTM +14.9% | Q/Q +15.8% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 50.0 | Short Float: 6.9% Insider Own: 0.9% | Inst Own: 80.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AMZN $244.41 Consumer Cyclical |
34.5 Fwd: 31.2 |
1.72 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 6.7 | 5.3 | 8.0 | 7.1 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.78 | P/B: 7.07 | EV/EBITDA: 18.8 P/FCF: 247.4 | EV/Sales: 3.86 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 247.4 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 60.9 | Short Float: 0.8% Insider Own: 10.2% | Inst Own: 65.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GD $346.34 Industrials |
22.4 Fwd: 20.2 |
1.99 | 0.40 1.4 |
17.8% 8.2% |
$17.82 5.1% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.8 | 5.4 | 5.8 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.82 | P/B: 3.83 | EV/EBITDA: 16.2 P/FCF: 19.4 | EV/Sales: 1.96 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.82 | FCF Yield: 5.1% P/FCF: 19.4 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 57.9 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ISRG $560.00 Healthcare |
74.1 Fwd: 57.8 |
4.95 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 7.1 | 6.0 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 20.65 | P/B: 11.74 | EV/EBITDA: 57.0 P/FCF: 87.4 | EV/Sales: 20.15 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 87.4 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 73.1 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 86.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| MTB $185.86 Financial |
11.4 Fwd: 9.9 |
0.90 | 0.52 0.4 |
9.6% 19.8% |
$23.77 12.8% |
13.2% | 1.2% | EPS: +20.3% | Sales: -0.8% | 9.3 | 5.2 | 5.9 | 6.1 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.16 | P/B: 1.09 | EV/EBITDA: N/A P/FCF: 7.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $23.77 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $3.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 1.2% EPS Growth: TTM +20.3% | Q/Q +19.7% Sales Growth: TTM -0.8% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 50.9 | Short Float: 3.1% Insider Own: 0.4% | Inst Own: 92.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CDNS $325.05 Technology |
83.9 Fwd: 40.3 |
5.22 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.7% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.4 | 6.6 | 8.8 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 16.97 | P/B: 17.02 | EV/EBITDA: 46.9 P/FCF: 59.8 | EV/Sales: 16.92 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.7% P/FCF: 59.8 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 39.5 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 87.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| GS $786.34 Financial |
16.0 Fwd: 14.2 |
1.05 | 5.24 1.3 |
13.6% 12.5% |
$190.86 24.3% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.3 | 7.1 | 3.8 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.86 | P/B: 2.16 | EV/EBITDA: N/A P/FCF: 4.1 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $190.86 | FCF Yield: 24.3% P/FCF: 4.1 | Total FCF: $57.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 53.4 | Short Float: 2.0% Insider Own: 0.5% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| GDDY $132.03 Technology |
22.8 Fwd: 18.4 |
2.10 | 42.17 0.6 |
369.4% 17.0% |
$11.38 8.6% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 7.9 | 7.3 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.67 | P/B: 194.85 | EV/EBITDA: 17.3 P/FCF: 11.6 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 8.6% P/FCF: 11.6 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 46.1 | Short Float: 4.8% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MAR $291.16 Consumer Cyclical |
30.8 Fwd: 25.8 |
2.91 | N/A 0.5 |
N/A 10.1% |
$7.18 2.5% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 5.2 | 6.5 | 6.9 | 5.5 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.01 | P/B: N/A | EV/EBITDA: 21.8 P/FCF: 40.5 | EV/Sales: 3.64 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 69.7 | Short Float: 3.7% Insider Own: 17.4% | Inst Own: 62.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WST $271.04 Healthcare |
40.1 Fwd: 34.8 |
4.28 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 7.0 | 7.0 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.46 | P/B: 6.39 | EV/EBITDA: 24.1 P/FCF: 51.4 | EV/Sales: 6.35 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 46.8 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 102.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| QCOM $170.89 Technology |
34.9 Fwd: 13.5 |
17.13 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.0% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 3.9 | 7.5 | 6.3 | 5.7 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.13 | P/B: 8.65 | EV/EBITDA: 13.3 P/FCF: 14.3 | EV/Sales: 4.20 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 49.1 | Short Float: 2.2% Insider Own: 0.1% | Inst Own: 82.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| POOL $252.01 Industrials |
23.0 Fwd: 21.7 |
4.82 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.2% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.4 | 7.5 | 6.4 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.77 | P/B: 6.82 | EV/EBITDA: 16.7 P/FCF: 23.8 | EV/Sales: 2.01 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 23.8 | Short Float: 8.9% Insider Own: 3.0% | Inst Own: 116.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SHOP $152.41 Technology |
111.6 Fwd: 83.2 |
5.20 | 0.09 3.9 |
15.7% 16.6% |
$1.46 1.0% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.3 | 7.9 | 5.9 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 18.52 | P/B: 15.85 | EV/EBITDA: 111.9 P/FCF: 104.6 | EV/Sales: 18.03 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 1.0% P/FCF: 104.6 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 40.2 | Short Float: 1.7% Insider Own: 6.4% | Inst Own: 66.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TJX $144.61 Consumer Cyclical |
33.0 Fwd: 28.5 |
3.48 | 1.48 1.2 |
59.8% 8.6% |
$3.63 2.5% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.1% | 4.3 | 7.3 | 6.0 | 4.9 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.78 | P/B: 18.15 | EV/EBITDA: 22.0 P/FCF: 39.8 | EV/Sales: 2.92 πͺ Quality MetricsROA: 15.7% | ROIC: 24.5% | Gross Margin: 30.6% Quick Ratio: 0.52 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.63 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $4.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +14.7% Sales Growth: TTM +4.1% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.76 | RSI: 58.1 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 91.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CMI $473.34 Industrials |
24.6 Fwd: 18.7 |
2.16 | 0.63 1.8 |
23.8% 7.9% |
$16.53 3.5% |
7.7% | 14.4% | EPS: +53.4% | Sales: -1.8% | 6.7 | 5.9 | 6.0 | 5.5 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.94 | P/B: 5.41 | EV/EBITDA: 14.1 P/FCF: 28.6 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 14.1% | Gross Margin: 25.3% Quick Ratio: 1.11 | Cash/sh: $22.93 π° Free Cash Flow AnalysisFCF per Share: $16.53 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +53.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 71.5 | Short Float: 1.1% Insider Own: 1.1% | Inst Own: 85.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SQ $65.45 Technology |
14.0 Fwd: 19.0 |
1.53 | 0.28 2.0 |
14.3% 12.4% |
$1.74 2.7% |
38.6% | 41.5% | EPS: +262.3% | Sales: +1.4% | 8.1 | 5.7 | 6.7 | N/A | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.67 | P/B: 1.80 | EV/EBITDA: 14.7 P/FCF: 37.7 | EV/Sales: 1.62 πͺ Quality MetricsROA: 8.0% | ROIC: 11.2% | Gross Margin: 38.8% Quick Ratio: 1.94 | Cash/sh: $12.21 π° Free Cash Flow AnalysisFCF per Share: $1.74 | FCF Yield: 2.7% P/FCF: 37.7 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.6% | 5Y EPS CAGR: 41.5% EPS Growth: TTM +262.3% | Q/Q +183.0% Sales Growth: TTM +1.4% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Weight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.65 | RSI: 30.6 | Short Float: 3.9% Insider Own: 12.8% | Inst Own: 69.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
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| DAL $58.88 Industrials |
8.3 Fwd: 8.2 |
0.84 | 1.11 0.4 |
28.5% 7.4% |
$4.71 8.0% |
5.6% | -6.1% | EPS: -1.6% | Sales: +4.3% | 9.3 | 5.2 | 4.9 | 4.5 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 0.61 | P/B: 2.04 | EV/EBITDA: 6.5 P/FCF: 12.5 | EV/Sales: 0.88 πͺ Quality MetricsROA: 6.0% | ROIC: 12.5% | Gross Margin: 17.5% Quick Ratio: 0.34 | Cash/sh: $5.95 π° Free Cash Flow AnalysisFCF per Share: $4.71 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $3.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -6.1% EPS Growth: TTM -1.6% | Q/Q +10.2% Sales Growth: TTM +4.3% | Q/Q +6.3% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 50.6 | Short Float: 2.7% Insider Own: 0.4% | Inst Own: 82.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBUX $85.57 Consumer Cyclical |
52.5 Fwd: 28.2 |
2.77 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -35.2% | Sales: +2.8% | 4.7 | 6.0 | 7.0 | 7.3 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.62 | P/B: N/A | EV/EBITDA: 23.0 P/FCF: 39.8 | EV/Sales: 3.24 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -35.2% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 55.4 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AMD $233.54 Technology |
115.4 Fwd: 36.6 |
2.74 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.4% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 4.4 | 5.6 | 7.7 | 8.1 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.87 | P/B: 6.25 | EV/EBITDA: 62.0 P/FCF: 69.8 | EV/Sales: 11.77 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.92 | RSI: 51.3 | Short Float: 2.4% Insider Own: 0.6% | Inst Own: 66.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| AME $196.29 Industrials |
31.0 Fwd: 24.6 |
3.93 | 0.26 1.2 |
14.6% 20.5% |
$7.14 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.1 | 7.0 | 6.2 | 4.9 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.14 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 59.8 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 89.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| VRSN $241.97 Technology |
28.2 Fwd: 24.6 |
3.28 | N/A 0.5 |
N/A 49.9% |
$10.85 4.5% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.7 | 7.4 | 5.0 | 4.9 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 13.79 | P/B: N/A | EV/EBITDA: 20.8 P/FCF: 22.3 | EV/Sales: 14.51 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.85 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 38.2 | Short Float: 1.8% Insider Own: 0.9% | Inst Own: 95.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ROST $161.08 Consumer Cyclical |
25.6 Fwd: 23.4 |
4.35 | 0.88 1.6 |
38.0% 9.6% |
$5.16 3.2% |
5.7% | 6.5% | EPS: +1.5% | Sales: +1.9% | 3.9 | 7.2 | 6.0 | 5.1 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.44 | P/B: 9.15 | EV/EBITDA: 17.6 P/FCF: 31.2 | EV/Sales: 2.49 πͺ Quality MetricsROA: 14.1% | ROIC: 21.5% | Gross Margin: 27.6% Quick Ratio: 0.98 | Cash/sh: $11.88 π° Free Cash Flow AnalysisFCF per Share: $5.16 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $1.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +1.5% | Q/Q -1.6% Sales Growth: TTM +1.9% | Q/Q +4.6% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 61.6 | Short Float: 2.2% Insider Own: 2.2% | Inst Own: 93.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| WPM $99.06 Basic Materials |
57.1 Fwd: 30.8 |
1.76 | 0.00 7.4 |
10.6% 47.5% |
$1.68 1.7% |
8.3% | 43.3% | EPS: +38.0% | Sales: +46.8% | 5.5 | 6.4 | 7.2 | 0.5 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 27.05 | P/B: 5.82 | EV/EBITDA: 33.5 P/FCF: 59.0 | EV/Sales: 26.45 πͺ Quality MetricsROA: 10.4% | ROIC: 10.2% | Gross Margin: 67.1% Quick Ratio: 7.38 | Cash/sh: $2.22 π° Free Cash Flow AnalysisFCF per Share: $1.68 | FCF Yield: 1.7% P/FCF: 59.0 | Total FCF: $0.76B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +38.0% | Q/Q +138.6% Sales Growth: TTM +46.8% | Q/Q +68.3% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 47.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SPGI $496.42 Financial |
36.1 Fwd: 25.1 |
2.99 | 0.36 1.0 |
12.6% 28.1% |
$18.03 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.2 | 6.5 | 8.3 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 10.01 | P/B: 4.55 | EV/EBITDA: 22.0 P/FCF: 27.5 | EV/Sales: 11.00 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.03 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.6 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 90.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FITB $42.87 Financial |
12.8 Fwd: 12.0 |
0.84 | 0.90 0.2 |
11.5% 16.0% |
$4.31 10.1% |
7.7% | -1.2% | EPS: +11.6% | Sales: +4.1% | 8.9 | 5.2 | 5.2 | 3.8 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.01 | P/B: 1.47 | EV/EBITDA: N/A P/FCF: 9.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.1% | ROIC: 6.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.31 | FCF Yield: 10.1% P/FCF: 9.9 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: -1.2% EPS Growth: TTM +11.6% | Q/Q +16.9% Sales Growth: TTM +4.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.0 | Short Float: 5.8% Insider Own: 0.6% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| BRO $78.54 Financial |
23.6 Fwd: 16.7 |
2.24 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.8% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.3 | 5.2 | 7.3 | 8.3 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.89 | P/B: 2.14 | EV/EBITDA: 17.8 P/FCF: 20.6 | EV/Sales: 6.15 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 29.9 | Short Float: 3.1% Insider Own: 14.8% | Inst Own: 81.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ENPH $30.22 Technology |
20.9 Fwd: 14.4 |
11.81 | 1.24 2.0 |
20.3% 12.9% |
$1.66 5.5% |
16.3% | -9.4% | EPS: +227.0% | Sales: +21.0% | 4.1 | 6.6 | 6.2 | 6.7 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.61 | P/B: 3.97 | EV/EBITDA: 12.9 P/FCF: 18.2 | EV/Sales: 2.45 πͺ Quality MetricsROA: 5.9% | ROIC: 12.3% | Gross Margin: 47.6% Quick Ratio: 1.88 | Cash/sh: $11.29 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.3% | 5Y EPS CAGR: -9.4% EPS Growth: TTM +227.0% | Q/Q +53.8% Sales Growth: TTM +21.0% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 37.5 | Short Float: 21.6% Insider Own: 3.8% | Inst Own: 92.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMAT $86.82 Healthcare |
42.2 Fwd: 34.2 |
3.27 | 0.51 13.6 |
13.8% 20.1% |
$2.31 2.7% |
13.4% | 17.0% | EPS: +24.0% | Sales: +14.1% | 3.8 | 6.1 | 7.0 | 7.3 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.38 | P/B: 5.42 | EV/EBITDA: 28.2 P/FCF: 37.6 | EV/Sales: 7.81 πͺ Quality MetricsROA: 10.0% | ROIC: 8.6% | Gross Margin: 67.3% Quick Ratio: 11.74 | Cash/sh: $14.11 π° Free Cash Flow AnalysisFCF per Share: $2.31 | FCF Yield: 2.7% P/FCF: 37.6 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +24.0% | Q/Q +15.7% Sales Growth: TTM +14.1% | Q/Q +15.0% π Historical FundamentalsHistorical Score: 7.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 44.9 | Short Float: 5.9% Insider Own: 8.0% | Inst Own: 93.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TXN $160.55 Technology |
29.3 Fwd: 26.4 |
2.38 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.6 | 4.9 | 3.3 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.45 | P/B: 8.78 | EV/EBITDA: 19.6 P/FCF: 70.1 | EV/Sales: 8.96 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 70.1 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 34.6 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 88.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CHD $86.86 Consumer Defensive |
27.4 Fwd: 23.2 |
5.36 | 0.57 1.1 |
18.6% 12.7% |
$4.26 4.9% |
7.0% | -0.6% | EPS: +42.0% | Sales: +1.4% | 4.0 | 6.5 | 6.1 | 7.2 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.40 | P/B: 4.94 | EV/EBITDA: 18.0 P/FCF: 20.4 | EV/Sales: 3.74 πͺ Quality MetricsROA: 8.8% | ROIC: 11.9% | Gross Margin: 42.5% Quick Ratio: 0.66 | Cash/sh: $1.27 π° Free Cash Flow AnalysisFCF per Share: $4.26 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: -0.6% EPS Growth: TTM +42.0% | Q/Q +344.0% Sales Growth: TTM +1.4% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.45 | RSI: 49.8 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 94.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ETSY $59.09 Consumer Cyclical |
41.3 Fwd: 23.3 |
5.12 | N/A 3.2 |
N/A 6.4% |
$6.44 10.9% |
28.0% | 25.2% | EPS: -21.0% | Sales: +2.0% | 4.0 | 5.4 | 7.7 | 8.4 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.04 | P/B: N/A | EV/EBITDA: 14.3 P/FCF: 9.2 | EV/Sales: 2.59 πͺ Quality MetricsROA: 7.2% | ROIC: 9.3% | Gross Margin: 72.2% Quick Ratio: 3.17 | Cash/sh: $15.28 π° Free Cash Flow AnalysisFCF per Share: $6.44 | FCF Yield: 10.9% P/FCF: 9.2 | Total FCF: $0.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.0% | 5Y EPS CAGR: 25.2% EPS Growth: TTM -21.0% | Q/Q +39.9% Sales Growth: TTM +2.0% | Q/Q +2.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.76 | RSI: 38.3 | Short Float: 18.9% Insider Own: 1.4% | Inst Own: 138.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NKE $61.09 Consumer Cyclical |
31.3 Fwd: 24.5 |
2.63 | 0.82 2.2 |
21.1% 6.2% |
$2.04 3.3% |
4.4% | 6.3% | EPS: -44.3% | Sales: -7.1% | 5.5 | 6.2 | 5.5 | 6.5 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.94 | P/B: 6.70 | EV/EBITDA: 23.2 P/FCF: 30.0 | EV/Sales: 1.99 πͺ Quality MetricsROA: 7.7% | ROIC: 12.1% | Gross Margin: 41.5% Quick Ratio: 1.45 | Cash/sh: $5.80 π° Free Cash Flow AnalysisFCF per Share: $2.04 | FCF Yield: 3.3% P/FCF: 30.0 | Total FCF: $3.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.4% | 5Y EPS CAGR: 6.3% EPS Growth: TTM -44.3% | Q/Q -29.7% Sales Growth: TTM -7.1% | Q/Q +1.0% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.29 | RSI: 28.2 | Short Float: 2.9% Insider Own: 20.9% | Inst Own: 66.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| LIN $420.51 Basic Materials |
28.2 Fwd: 23.5 |
3.49 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.6% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.1 | 6.2 | 7.0 | 5.5 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.86 | P/B: 5.08 | EV/EBITDA: 17.1 P/FCF: 38.7 | EV/Sales: 6.54 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 30.7 | Short Float: 1.2% Insider Own: 0.6% | Inst Own: 83.9% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SE $149.94 Consumer Cyclical |
76.1 Fwd: 30.4 |
1.55 | 0.43 1.6 |
14.5% 6.2% |
N/A N/A |
50.5% | N/A | EPS: +670.7% | Sales: +34.1% | 6.8 | 5.0 | 6.4 | 5.9 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.22 | P/B: 9.17 | EV/EBITDA: 44.9 P/FCF: N/A | EV/Sales: 3.85 πͺ Quality MetricsROA: 5.3% | ROIC: 9.8% | Gross Margin: 45.0% Quick Ratio: 1.54 | Cash/sh: $21.02 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 50.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +670.7% | Q/Q +385.2% Sales Growth: TTM +34.1% | Q/Q +39.6% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 29.9 | Short Float: 4.0% Insider Own: 1.2% | Inst Own: 66.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VICI $30.34 Real Estate |
11.5 Fwd: 10.7 |
2.57 | 0.64 1.1 |
10.4% 70.2% |
$2.30 7.6% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 5.3 | 5.3 | 6.9 | 7.1 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.17 | P/B: 1.17 | EV/EBITDA: 13.6 P/FCF: 13.2 | EV/Sales: 12.60 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 42.9 | Short Float: 2.2% Insider Own: 0.3% | Inst Own: 104.1% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EPAM $175.30 Technology |
26.8 Fwd: 14.0 |
3.09 | 0.04 3.0 |
10.2% 7.0% |
$7.36 4.2% |
15.6% | 11.6% | EPS: -0.3% | Sales: +14.3% | 4.7 | 5.9 | 6.0 | 8.2 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.84 | P/B: 2.60 | EV/EBITDA: 12.8 P/FCF: 23.8 | EV/Sales: 1.64 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.6% Quick Ratio: 3.17 | Cash/sh: $22.25 π° Free Cash Flow AnalysisFCF per Share: $7.36 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -0.3% | Q/Q -19.6% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 69.8 | Short Float: 3.7% Insider Own: 3.8% | Inst Own: 115.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DIS $110.74 Communication Services |
17.4 Fwd: 17.0 |
1.26 | 0.39 0.7 |
11.0% 12.3% |
$6.42 5.8% |
5.5% | -16.4% | EPS: +144.7% | Sales: +5.0% | 8.5 | 5.0 | 4.9 | 5.2 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.12 | P/B: 1.82 | EV/EBITDA: 12.8 P/FCF: 17.2 | EV/Sales: 2.56 πͺ Quality MetricsROA: 5.9% | ROIC: 7.9% | Gross Margin: 31.8% Quick Ratio: 0.61 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $6.42 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $11.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: -16.4% EPS Growth: TTM +144.7% | Q/Q +103.4% Sales Growth: TTM +5.0% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 44.0 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PSA $278.05 Real Estate |
28.9 Fwd: 26.7 |
23.30 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.0% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.0 | 7.5 | 6.8 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 10.19 | P/B: 9.83 | EV/EBITDA: 18.7 P/FCF: 16.7 | EV/Sales: 13.16 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.0% P/FCF: 16.7 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 36.9 | Short Float: 1.7% Insider Own: 0.3% | Inst Own: 84.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| EW $83.39 Healthcare |
35.5 Fwd: 29.1 |
3.61 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.7% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.3 | 7.2 | 4.9 | 4.3 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.22 | P/B: 4.75 | EV/EBITDA: 25.7 P/FCF: 60.2 | EV/Sales: 7.69 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.7% P/FCF: 60.2 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 66.2 | Short Float: 1.4% Insider Own: 2.0% | Inst Own: 88.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ROK $373.49 Industrials |
48.8 Fwd: 27.9 |
3.83 | 0.97 2.4 |
24.2% 10.4% |
$12.08 3.2% |
5.7% | -2.6% | EPS: -3.3% | Sales: +1.0% | 3.8 | 6.8 | 6.0 | 4.7 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.03 | P/B: 12.12 | EV/EBITDA: 24.3 P/FCF: 30.9 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 45.0% Quick Ratio: 1.56 | Cash/sh: $4.16 π° Free Cash Flow AnalysisFCF per Share: $12.08 | FCF Yield: 3.2% P/FCF: 30.9 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -3.3% | Q/Q -41.7% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 66.0 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 86.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| MCD $299.66 Consumer Cyclical |
25.6 Fwd: 22.6 |
3.69 | N/A 1.0 |
N/A 32.0% |
$10.35 3.5% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.5 | 5.6 | 5.5 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.13 | P/B: N/A | EV/EBITDA: 18.7 P/FCF: 28.9 | EV/Sales: 10.16 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 45.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 75.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ETN $373.77 Industrials |
37.4 Fwd: 27.2 |
2.94 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.3% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 4.4 | 6.2 | 6.4 | 4.3 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.45 | P/B: 7.70 | EV/EBITDA: 24.6 P/FCF: 43.7 | EV/Sales: 5.85 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.3% P/FCF: 43.7 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 48.4 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| EA $200.60 Communication Services |
58.6 Fwd: 21.6 |
4.25 | 0.33 0.8 |
13.2% 12.2% |
$6.63 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.0 | 5.5 | 5.0 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.87 | P/B: 8.32 | EV/EBITDA: 31.8 P/FCF: 30.3 | EV/Sales: 6.97 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.05 π° Free Cash Flow AnalysisFCF per Share: $6.63 | FCF Yield: 3.3% P/FCF: 30.3 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 69.4 | Short Float: 2.1% Insider Own: 9.7% | Inst Own: 90.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| CME $276.50 Financial |
26.8 Fwd: 23.9 |
4.20 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.1% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.0 | 6.3 | 5.9 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 15.59 | P/B: 3.53 | EV/EBITDA: 22.5 P/FCF: 24.4 | EV/Sales: 15.77 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 63.8 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 91.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| JPM $314.21 Financial |
15.6 Fwd: 14.8 |
1.95 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.4% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.8 | 6.5 | 5.4 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.08 | P/B: 2.51 | EV/EBITDA: N/A P/FCF: 18.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.4% P/FCF: 18.6 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 62.0 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 74.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ICE $149.00 Financial |
27.1 Fwd: 19.9 |
2.40 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.3% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 5.4 | 5.3 | 5.9 | 6.9 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.15 | P/B: 2.97 | EV/EBITDA: 15.9 P/FCF: 18.9 | EV/Sales: 8.62 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.3% P/FCF: 18.9 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 35.8 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 95.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| SOFI $28.21 Financial |
51.0 Fwd: 46.7 |
1.78 | 0.32 4.9 |
8.6% 14.4% |
$1.30 4.6% |
39.2% | N/A | EPS: +215.8% | Sales: +22.4% | 5.5 | 4.7 | 7.4 | 5.1 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.53 | P/B: 3.87 | EV/EBITDA: 31.0 P/FCF: 21.7 | EV/Sales: 7.32 πͺ Quality MetricsROA: 1.6% | ROIC: 5.5% | Gross Margin: 62.5% Quick Ratio: 4.52 | Cash/sh: $3.16 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 4.6% P/FCF: 21.7 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +215.8% | Q/Q +109.1% Sales Growth: TTM +22.4% | Q/Q +28.1% π Historical FundamentalsHistorical Score: 5.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.96 | RSI: 49.1 | Short Float: 8.6% Insider Own: 2.1% | Inst Own: 53.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UNP $221.48 Industrials |
18.8 Fwd: 17.4 |
2.48 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.6% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 6.2 | 5.9 | 5.5 | 2.5 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.35 | P/B: 7.59 | EV/EBITDA: 13.2 P/FCF: 21.9 | EV/Sales: 6.66 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 48.3 | Short Float: 3.1% Insider Own: 0.2% | Inst Own: 82.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SMCI $39.76 Technology |
31.8 Fwd: 13.0 |
1.64 | 0.73 5.4 |
12.8% 3.8% |
$0.37 0.9% |
45.8% | 59.9% | EPS: -48.3% | Sales: +12.2% | 8.2 | 3.8 | 6.3 | 6.2 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.12 | P/B: 3.75 | EV/EBITDA: 24.4 P/FCF: 108.4 | EV/Sales: 1.15 πͺ Quality MetricsROA: 6.3% | ROIC: 7.1% | Gross Margin: 10.1% Quick Ratio: 2.95 | Cash/sh: $7.06 π° Free Cash Flow AnalysisFCF per Share: $0.37 | FCF Yield: 0.9% P/FCF: 108.4 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 45.8% | 5Y EPS CAGR: 59.9% EPS Growth: TTM -48.3% | Q/Q -61.1% Sales Growth: TTM +12.2% | Q/Q -15.5% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 31.0 | Short Float: 16.6% Insider Own: 14.1% | Inst Own: 53.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TYL $463.43 Technology |
64.5 Fwd: 36.9 |
4.46 | 0.18 1.0 |
9.2% 13.7% |
$14.38 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.3 | 6.0 | 7.5 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.68 | P/B: 5.53 | EV/EBITDA: 39.1 P/FCF: 32.2 | EV/Sales: 8.54 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.38 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 31.0 | Short Float: 2.6% Insider Own: 0.7% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LMT $458.35 Industrials |
25.6 Fwd: 15.6 |
2.15 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.3% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.7 | 5.6 | 6.2 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.45 | P/B: 17.06 | EV/EBITDA: 16.3 P/FCF: 23.1 | EV/Sales: 1.70 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 28.2 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 75.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BABA $166.34 Consumer Cyclical |
19.4 Fwd: 17.4 |
2.20 | 0.23 1.4 |
15.2% 14.8% |
$4.78 2.9% |
13.5% | -1.3% | EPS: +128.7% | Sales: +5.5% | 5.6 | 5.2 | 5.6 | 7.7 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.69 | P/B: 2.64 | EV/EBITDA: 14.1 P/FCF: 34.8 | EV/Sales: 2.54 πͺ Quality MetricsROA: 8.2% | ROIC: 12.1% | Gross Margin: 40.6% Quick Ratio: 1.45 | Cash/sh: $28.48 π° Free Cash Flow AnalysisFCF per Share: $4.78 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $10.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: -1.3% EPS Growth: TTM +128.7% | Q/Q +82.1% Sales Growth: TTM +5.5% | Q/Q +1.9% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 47.5 | Short Float: 1.8% Insider Own: 0.1% | Inst Own: 12.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ELF $73.74 Consumer Defensive |
52.3 Fwd: 21.1 |
5.91 | 0.80 2.7 |
8.8% 5.9% |
$2.50 3.4% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.8 | 7.7 | 8.2 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.02 | P/B: 3.85 | EV/EBITDA: 27.3 P/FCF: 29.5 | EV/Sales: 3.54 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 67.9% Quick Ratio: 1.76 | Cash/sh: $3.43 π° Free Cash Flow AnalysisFCF per Share: $2.50 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.6% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.79 | RSI: 16.7 | Short Float: 9.3% Insider Own: 3.1% | Inst Own: 99.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CPNG $28.88 Consumer Cyclical |
136.7 Fwd: 55.0 |
1.07 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.4% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.8 | 6.6 | 5.7 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.57 | P/B: 11.10 | EV/EBITDA: 43.1 P/FCF: 42.0 | EV/Sales: 1.50 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 26.9 | Short Float: 1.6% Insider Own: 27.4% | Inst Own: 56.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| NDAQ $87.24 Financial |
31.1 Fwd: 23.1 |
2.18 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.2% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.6 | 5.6 | 5.4 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.10 | P/B: 4.16 | EV/EBITDA: 19.9 P/FCF: 23.7 | EV/Sales: 7.19 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 47.3 | Short Float: 1.5% Insider Own: 20.9% | Inst Own: 76.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| VRSK $214.66 Industrials |
32.8 Fwd: 28.0 |
3.71 | 12.98 1.2 |
270.5% 30.4% |
$8.01 3.7% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.1 | 7.8 | 5.0 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.88 | P/B: 79.42 | EV/EBITDA: 19.5 P/FCF: 26.8 | EV/Sales: 10.79 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.01 | FCF Yield: 3.7% P/FCF: 26.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.6 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| OKTA $85.21 Technology |
100.5 Fwd: 23.6 |
7.97 | 0.14 1.3 |
2.6% 6.1% |
$4.81 5.6% |
34.8% | N/A | EPS: +217.1% | Sales: +12.7% | 3.9 | 5.1 | 7.4 | 6.3 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.44 | P/B: 2.22 | EV/EBITDA: 74.0 P/FCF: 17.7 | EV/Sales: 4.74 πͺ Quality MetricsROA: 1.8% | ROIC: 2.5% | Gross Margin: 76.9% Quick Ratio: 1.29 | Cash/sh: $16.22 π° Free Cash Flow AnalysisFCF per Share: $4.81 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.8% | 5Y EPS CAGR: N/A EPS Growth: TTM +217.1% | Q/Q +122.7% Sales Growth: TTM +12.7% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 39.1 | Short Float: 3.8% Insider Own: 5.0% | Inst Own: 90.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TDY $513.17 Technology |
29.7 Fwd: 21.7 |
3.33 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.3% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 4.5 | 5.8 | 5.3 | 7.0 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.01 | P/B: 2.28 | EV/EBITDA: 18.7 P/FCF: 23.2 | EV/Sales: 4.34 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.3% P/FCF: 23.2 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 34.4 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 96.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| CMCSA $27.35 Communication Services |
4.5 Fwd: 6.5 |
2.97 | 1.02 0.9 |
24.7% 18.3% |
$5.76 21.1% |
2.6% | 7.9% | EPS: +61.5% | Sales: +0.2% | 5.2 | 5.8 | 5.0 | 5.7 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 0.81 | P/B: 1.03 | EV/EBITDA: 5.0 P/FCF: 4.8 | EV/Sales: 1.54 πͺ Quality MetricsROA: 8.3% | ROIC: 11.9% | Gross Margin: 59.0% Quick Ratio: 0.88 | Cash/sh: $2.57 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 21.1% P/FCF: 4.8 | Total FCF: $20.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.6% | 5Y EPS CAGR: 7.9% EPS Growth: TTM +61.5% | Q/Q -3.4% Sales Growth: TTM +0.2% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 5.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 33.6 | Short Float: 1.5% Insider Own: 0.9% | Inst Own: 87.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| PWR $445.01 Industrials |
66.0 Fwd: 35.8 |
3.90 | 0.72 1.3 |
13.2% 3.7% |
$8.39 1.9% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.6 | 4.9 | 7.5 | 7.7 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.44 | P/B: 7.90 | EV/EBITDA: 28.8 P/FCF: 53.0 | EV/Sales: 2.64 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.39 | FCF Yield: 1.9% P/FCF: 53.0 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 55.6 | Short Float: 3.1% Insider Own: 1.1% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ITW $245.49 Industrials |
23.8 Fwd: 21.9 |
33.09 | 2.79 1.5 |
91.7% 19.1% |
$9.81 4.0% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.0 | 6.2 | 4.1 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.48 | P/B: 22.20 | EV/EBITDA: 17.4 P/FCF: 25.0 | EV/Sales: 4.99 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 4.0% P/FCF: 25.0 | Total FCF: $2.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 43.4 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 85.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ATEN $17.23 Technology |
25.2 Fwd: 18.1 |
3.71 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.8% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.5 | 6.2 | 5.5 | 3.1 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.35 | P/B: 5.99 | EV/EBITDA: 17.0 P/FCF: 17.1 | EV/Sales: 3.85 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.8% P/FCF: 17.1 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 42.7 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| RSG $205.59 Industrials |
30.6 Fwd: 28.1 |
3.93 | 1.14 0.6 |
18.2% 12.8% |
$8.17 4.0% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 4.0 | 5.3 | 6.6 | 6.3 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.86 | P/B: 5.37 | EV/EBITDA: 14.7 P/FCF: 25.2 | EV/Sales: 4.67 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.56 | RSI: 29.5 | Short Float: 1.9% Insider Own: 35.3% | Inst Own: 61.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BSX $100.02 Healthcare |
53.5 Fwd: 28.8 |
3.31 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.3 | 5.7 | 5.5 | 6.1 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.66 | P/B: 6.34 | EV/EBITDA: 33.2 P/FCF: 38.8 | EV/Sales: 8.23 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 38.8 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 51.5 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 93.2% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| SLB $36.66 Energy |
14.2 Fwd: 12.4 |
N/A | 0.50 1.4 |
15.5% 10.3% |
$2.74 7.5% |
2.0% | N/A | EPS: -16.8% | Sales: -2.1% | 6.0 | 5.4 | 5.1 | 3.8 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.55 | P/B: 2.14 | EV/EBITDA: 8.5 P/FCF: 13.4 | EV/Sales: 1.85 πͺ Quality MetricsROA: 7.0% | ROIC: 10.0% | Gross Margin: 18.7% Quick Ratio: 1.01 | Cash/sh: $2.40 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 7.5% P/FCF: 13.4 | Total FCF: $4.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -16.8% | Q/Q -40.0% Sales Growth: TTM -2.1% | Q/Q -2.7% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 59.7 | Short Float: 2.5% Insider Own: 0.2% | Inst Own: 83.4% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TRI $137.57 Industrials |
35.4 Fwd: 30.9 |
3.51 | 0.21 0.6 |
14.9% 23.8% |
$4.02 2.9% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 3.7 | 6.8 | 5.5 | 0.5 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.41 | P/B: 5.27 | EV/EBITDA: 22.3 P/FCF: 34.2 | EV/Sales: 8.65 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.37 π° Free Cash Flow AnalysisFCF per Share: $4.02 | FCF Yield: 2.9% P/FCF: 34.2 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 25.1 | Short Float: 4.1% Insider Own: 70.0% | Inst Own: 22.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| XOM $117.22 Energy |
17.0 Fwd: 15.8 |
3.56 | 0.16 1.1 |
11.3% 9.2% |
$5.64 4.8% |
5.8% | 18.5% | EPS: -14.2% | Sales: -4.2% | 4.5 | 5.7 | 5.9 | 3.8 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.52 | P/B: 1.90 | EV/EBITDA: 8.8 P/FCF: 20.8 | EV/Sales: 1.63 πͺ Quality MetricsROA: 6.5% | ROIC: 10.2% | Gross Margin: 22.1% Quick Ratio: 0.79 | Cash/sh: $3.29 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 4.8% P/FCF: 20.8 | Total FCF: $23.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.8% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -14.2% | Q/Q -8.7% Sales Growth: TTM -4.2% | Q/Q -4.3% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.38 | RSI: 61.7 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 67.0% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| TDG $1284.76 Industrials |
42.6 Fwd: 31.9 |
3.83 | N/A 3.1 |
N/A 20.4% |
$33.83 2.6% |
8.7% | 13.1% | EPS: +11.4% | Sales: +12.9% | 3.8 | 5.2 | 6.5 | 6.3 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.44 | P/B: N/A | EV/EBITDA: 21.6 P/FCF: 38.0 | EV/Sales: 11.03 πͺ Quality MetricsROA: 7.9% | ROIC: 9.1% | Gross Margin: 57.7% Quick Ratio: 2.19 | Cash/sh: $49.55 π° Free Cash Flow AnalysisFCF per Share: $33.83 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.91B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 13.1% EPS Growth: TTM +11.4% | Q/Q +6.4% Sales Growth: TTM +12.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 46.0 | Short Float: 1.9% Insider Own: 1.5% | Inst Own: 98.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| CAT $563.10 Industrials |
28.9 Fwd: 25.4 |
4.52 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.9% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.7 | 6.9 | 4.1 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.07 | P/B: 12.76 | EV/EBITDA: 21.6 P/FCF: 34.9 | EV/Sales: 4.60 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.9% P/FCF: 34.9 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 61.7 | Short Float: 1.7% Insider Own: 0.2% | Inst Own: 71.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SNPS $393.43 Technology |
30.8 Fwd: 28.0 |
3.29 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.8% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.6 | 5.8 | 9.2 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.37 | P/B: 2.64 | EV/EBITDA: 49.1 P/FCF: 56.1 | EV/Sales: 13.32 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.8% P/FCF: 56.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 29.0 | Short Float: 2.3% Insider Own: 1.0% | Inst Own: 80.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| TMO $572.41 Healthcare |
33.1 Fwd: 23.3 |
4.44 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.8% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.1 | 6.2 | 6.9 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.92 | P/B: 4.22 | EV/EBITDA: 22.5 P/FCF: 35.2 | EV/Sales: 5.65 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.8% P/FCF: 35.2 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 68.7 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 91.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| BLK $1082.20 Financial |
28.1 Fwd: 20.0 |
2.32 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.3% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.6 | 4.3 | 6.3 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.51 | P/B: 3.18 | EV/EBITDA: 19.9 P/FCF: 43.9 | EV/Sales: 8.00 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.3% P/FCF: 43.9 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 39.3 | Short Float: 0.9% Insider Own: 11.9% | Inst Own: 73.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| XYL $151.31 Industrials |
38.9 Fwd: 27.3 |
2.98 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.5% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 4.4 | 5.2 | 5.9 | 6.3 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.14 | P/B: 3.29 | EV/EBITDA: 21.1 P/FCF: 39.8 | EV/Sales: 4.27 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.5% P/FCF: 39.8 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 95.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KO $70.55 Consumer Defensive |
23.4 Fwd: 21.9 |
3.74 | 1.52 1.2 |
45.1% 27.3% |
$1.29 1.8% |
4.6% | 3.5% | EPS: +25.4% | Sales: +2.9% | 4.8 | 5.5 | 4.9 | 6.3 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.36 | P/B: 9.71 | EV/EBITDA: 21.1 P/FCF: 54.5 | EV/Sales: 7.06 πͺ Quality MetricsROA: 12.3% | ROIC: 17.5% | Gross Margin: 61.5% Quick Ratio: 1.00 | Cash/sh: $3.67 π° Free Cash Flow AnalysisFCF per Share: $1.29 | FCF Yield: 1.8% P/FCF: 54.5 | Total FCF: $5.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 3.5% EPS Growth: TTM +25.4% | Q/Q +30.1% Sales Growth: TTM +2.9% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 61.5 | Short Float: 0.8% Insider Own: 0.7% | Inst Own: 74.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MSI $390.75 Technology |
31.4 Fwd: 24.0 |
3.74 | 4.27 1.0 |
115.8% 18.7% |
$14.49 3.7% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.3 | 6.8 | 6.3 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.75 | P/B: 27.99 | EV/EBITDA: 22.4 P/FCF: 27.0 | EV/Sales: 6.55 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.49 | FCF Yield: 3.7% P/FCF: 27.0 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 22.3 | Short Float: 1.2% Insider Own: 0.4% | Inst Own: 90.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| WDAY $225.17 Technology |
104.1 Fwd: 21.3 |
4.87 | 0.41 2.0 |
6.7% 6.5% |
$8.97 4.0% |
18.4% | N/A | EPS: -62.6% | Sales: +14.2% | 3.9 | 5.0 | 5.9 | 8.4 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.73 | P/B: 6.55 | EV/EBITDA: 51.0 P/FCF: 25.1 | EV/Sales: 6.24 πͺ Quality MetricsROA: 3.4% | ROIC: 4.5% | Gross Margin: 75.5% Quick Ratio: 2.05 | Cash/sh: $30.68 π° Free Cash Flow AnalysisFCF per Share: $8.97 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.6% | Q/Q +71.3% Sales Growth: TTM +14.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 39.5 | Short Float: 4.6% Insider Own: 19.4% | Inst Own: 74.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MS $162.36 Financial |
16.7 Fwd: 15.4 |
1.26 | 3.92 1.6 |
15.2% 13.8% |
$6.51 4.0% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.5 | 4.5 | 3.9 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.28 | P/B: 2.58 | EV/EBITDA: N/A P/FCF: 24.9 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 4.0% P/FCF: 24.9 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 53.2 | Short Float: 1.2% Insider Own: 23.6% | Inst Own: 62.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HEI $323.02 Industrials |
70.8 Fwd: 60.7 |
4.06 | 0.59 3.4 |
16.7% 15.0% |
$6.48 2.0% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 1.9 | 6.0 | 6.0 | 7.2 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.10 | P/B: 10.86 | EV/EBITDA: 35.4 P/FCF: 49.9 | EV/Sales: 9.73 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.48 | FCF Yield: 2.0% P/FCF: 49.9 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 59.2 | Short Float: 5.0% Insider Own: 69.5% | Inst Own: 28.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IR $77.50 Industrials |
57.5 Fwd: 21.7 |
9.66 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.1% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.3 | 7.5 | 7.0 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.11 | P/B: 3.02 | EV/EBITDA: 17.6 P/FCF: 24.5 | EV/Sales: 4.61 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 45.6 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 104.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| IEX $167.96 Industrials |
26.6 Fwd: 20.0 |
5.47 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.6% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.9 | 4.9 | 5.0 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.67 | P/B: 3.14 | EV/EBITDA: 15.2 P/FCF: 21.5 | EV/Sales: 4.06 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.6% P/FCF: 21.5 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 52.2 | Short Float: 3.0% Insider Own: 0.2% | Inst Own: 111.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| WMT $102.59 Consumer Defensive |
38.7 Fwd: 34.9 |
4.10 | 0.72 0.8 |
24.5% 3.1% |
$1.73 1.7% |
5.4% | 6.8% | EPS: +38.0% | Sales: +4.2% | 3.1 | 5.7 | 5.6 | 6.8 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.18 | P/B: 9.08 | EV/EBITDA: 20.7 P/FCF: 59.5 | EV/Sales: 1.27 πͺ Quality MetricsROA: 8.1% | ROIC: 14.7% | Gross Margin: 24.4% Quick Ratio: 0.23 | Cash/sh: $1.18 π° Free Cash Flow AnalysisFCF per Share: $1.73 | FCF Yield: 1.7% P/FCF: 59.5 | Total FCF: $13.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +38.0% | Q/Q +57.4% Sales Growth: TTM +4.2% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 46.9 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 35.7% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| UPS $95.95 Industrials |
14.8 Fwd: 13.4 |
12.89 | 1.85 1.3 |
33.7% 6.2% |
$5.19 5.4% |
4.2% | 5.8% | EPS: -2.2% | Sales: -1.2% | 4.0 | 5.3 | 5.5 | 5.8 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 0.91 | P/B: 5.14 | EV/EBITDA: 8.3 P/FCF: 18.5 | EV/Sales: 1.16 πͺ Quality MetricsROA: 7.9% | ROIC: 12.7% | Gross Margin: 18.5% Quick Ratio: 1.30 | Cash/sh: $8.08 π° Free Cash Flow AnalysisFCF per Share: $5.19 | FCF Yield: 5.4% P/FCF: 18.5 | Total FCF: $4.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -2.2% | Q/Q -14.1% Sales Growth: TTM -1.2% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 66.1 | Short Float: 2.7% Insider Own: 13.2% | Inst Own: 59.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| HON $194.07 Industrials |
20.4 Fwd: 19.0 |
3.45 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.0% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.1 | 5.4 | 3.9 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.03 | P/B: 7.34 | EV/EBITDA: 15.2 P/FCF: 20.0 | EV/Sales: 3.66 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 43.0 | Short Float: 3.5% Insider Own: 0.1% | Inst Own: 78.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| UL $61.47 Consumer Defensive |
25.2 Fwd: 17.0 |
3.39 | 1.80 0.8 |
28.4% 9.3% |
$2.74 4.5% |
2.5% | 0.7% | EPS: -14.6% | Sales: -0.3% | 4.5 | 6.1 | 5.1 | 0.5 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.32 | P/B: 7.22 | EV/EBITDA: 13.4 P/FCF: 22.4 | EV/Sales: 2.84 πͺ Quality MetricsROA: 6.9% | ROIC: 12.1% | Gross Margin: N/A Quick Ratio: 0.55 | Cash/sh: $2.62 π° Free Cash Flow AnalysisFCF per Share: $2.74 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $6.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.5% | 5Y EPS CAGR: 0.7% EPS Growth: TTM -14.6% | Q/Q -2.6% Sales Growth: TTM -0.3% | Q/Q -2.2% π Historical FundamentalsHistorical Score: 0.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 52.5 | Short Float: 0.2% Insider Own: N/A | Inst Own: 9.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| COP $86.83 Energy |
12.3 Fwd: 13.6 |
6.08 | 0.36 1.3 |
15.4% 14.8% |
$5.68 6.5% |
11.0% | 4.1% | EPS: -17.1% | Sales: +8.4% | 3.9 | 5.5 | 5.0 | 6.1 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.82 | P/B: 1.65 | EV/EBITDA: 5.3 P/FCF: 15.3 | EV/Sales: 2.11 πͺ Quality MetricsROA: 8.1% | ROIC: 10.1% | Gross Margin: 26.8% Quick Ratio: 1.18 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $5.68 | FCF Yield: 6.5% P/FCF: 15.3 | Total FCF: $7.09B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 4.1% EPS Growth: TTM -17.1% | Q/Q -21.8% Sales Growth: TTM +8.4% | Q/Q +15.2% π Historical FundamentalsHistorical Score: 6.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.32 | RSI: 42.1 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| O $56.87 Real Estate |
53.2 Fwd: 36.9 |
2.97 | 0.74 2.2 |
2.5% 17.1% |
$3.99 7.0% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 3.9 | 4.5 | 6.4 | 7.9 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.26 | P/B: 1.34 | EV/EBITDA: 16.0 P/FCF: 14.3 | EV/Sales: 14.35 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.46 π° Free Cash Flow AnalysisFCF per Share: $3.99 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 36.9 | Short Float: N/A Insider Own: 0.1% | Inst Own: 79.5% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HOLX $74.10 Healthcare |
29.8 Fwd: 14.8 |
3.55 | 0.50 3.8 |
11.1% 13.8% |
$4.14 5.6% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.2 | 5.6 | 5.0 | 4.6 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.02 | P/B: 3.40 | EV/EBITDA: 13.3 P/FCF: 17.9 | EV/Sales: 4.10 πͺ Quality MetricsROA: 6.2% | ROIC: 7.5% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.90 π° Free Cash Flow AnalysisFCF per Share: $4.14 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.7% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 69.9 | Short Float: 1.6% Insider Own: 0.9% | Inst Own: 104.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| VMC $287.30 Basic Materials |
34.1 Fwd: 29.2 |
2.39 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.8% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 4.4 | 5.1 | 5.0 | 6.9 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.82 | P/B: 4.34 | EV/EBITDA: 17.8 P/FCF: 36.0 | EV/Sales: 5.42 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.8% P/FCF: 36.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 40.9 | Short Float: 2.9% Insider Own: 0.1% | Inst Own: 96.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| EXR $133.18 Real Estate |
29.8 Fwd: 27.3 |
3.54 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.4 | 6.0 | 8.3 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 8.83 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 34.3 | Short Float: 1.8% Insider Own: 1.0% | Inst Own: 104.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| SHW $340.16 Basic Materials |
33.2 Fwd: 27.1 |
4.27 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 7.1 | 6.5 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.62 | P/B: 19.06 | EV/EBITDA: 22.1 P/FCF: 34.8 | EV/Sales: 4.23 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 34.8 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 49.5 | Short Float: 1.6% Insider Own: 7.1% | Inst Own: 83.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| TRMB $78.90 Technology |
53.7 Fwd: 22.9 |
4.63 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.7% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.1 | 5.7 | 5.6 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.21 | P/B: 3.24 | EV/EBITDA: 25.3 P/FCF: 59.6 | EV/Sales: 5.54 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.7% P/FCF: 59.6 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 47.2 | Short Float: 2.2% Insider Own: 0.4% | Inst Own: 99.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| EMR $129.49 Industrials |
32.0 Fwd: 18.3 |
3.77 | 0.65 0.9 |
10.9% 12.7% |
$4.74 3.7% |
1.4% | 4.5% | EPS: +59.7% | Sales: +3.0% | 4.3 | 5.6 | 4.6 | 4.2 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.05 | P/B: 3.67 | EV/EBITDA: 16.7 P/FCF: 27.3 | EV/Sales: 4.69 πͺ Quality MetricsROA: 5.3% | ROIC: 8.0% | Gross Margin: 55.4% Quick Ratio: 0.65 | Cash/sh: $2.74 π° Free Cash Flow AnalysisFCF per Share: $4.74 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +59.7% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 41.8 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| NOC $568.61 Industrials |
20.4 Fwd: 19.7 |
3.32 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 4.7 | 4.2 | 6.1 | 6.0 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.98 | P/B: 5.08 | EV/EBITDA: 17.3 P/FCF: 44.2 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 35.0 | Short Float: 1.0% Insider Own: 0.2% | Inst Own: 86.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| COF $217.82 Financial |
92.4 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.0 | 5.2 | 6.0 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.21 | P/B: 1.22 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 49.4 | Short Float: 1.1% Insider Own: 0.8% | Inst Own: 88.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ROP $447.05 Technology |
30.8 Fwd: 20.7 |
3.60 | 0.47 0.6 |
8.2% 20.3% |
$22.86 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 4.7 | 5.2 | 4.9 | 3.5 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.23 | P/B: 2.40 | EV/EBITDA: 18.8 P/FCF: 19.6 | EV/Sales: 7.42 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.86 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 28.6 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 96.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| SYK $356.03 Healthcare |
46.8 Fwd: 23.8 |
4.20 | 0.79 1.9 |
14.0% 12.1% |
$10.65 3.0% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.4 | 5.2 | 3.8 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.58 | P/B: 6.25 | EV/EBITDA: 22.4 P/FCF: 33.4 | EV/Sales: 6.15 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 3.0% P/FCF: 33.4 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 37.7 | Short Float: 1.1% Insider Own: 6.3% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CSGP $67.52 Real Estate |
1313.6 Fwd: 47.4 |
37.45 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.9 | 6.4 | 8.4 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.36 | P/B: 3.33 | EV/EBITDA: 180.2 P/FCF: 103.5 | EV/Sales: 9.07 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.5 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.84 | RSI: 25.6 | Short Float: 3.8% Insider Own: 1.3% | Inst Own: 103.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| HD $371.11 Consumer Cyclical |
25.2 Fwd: 22.8 |
4.86 | 5.75 1.1 |
193.9% 8.9% |
$14.30 3.9% |
7.7% | 7.8% | EPS: -1.0% | Sales: +8.5% | 3.9 | 4.4 | 6.4 | 5.8 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.24 | P/B: 34.62 | EV/EBITDA: 16.8 P/FCF: 26.0 | EV/Sales: 2.59 πͺ Quality MetricsROA: 14.9% | ROIC: 22.8% | Gross Margin: 31.4% Quick Ratio: 0.34 | Cash/sh: $2.82 π° Free Cash Flow AnalysisFCF per Share: $14.30 | FCF Yield: 3.9% P/FCF: 26.0 | Total FCF: $14.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -1.0% | Q/Q -0.4% Sales Growth: TTM +8.5% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 33.9 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 73.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| KEYS $180.87 Technology |
57.6 Fwd: 23.3 |
4.85 | 0.49 3.6 |
10.0% 10.4% |
$8.23 4.6% |
3.0% | 1.5% | EPS: -39.5% | Sales: +4.8% | 3.9 | 5.4 | 4.3 | 5.8 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.93 | P/B: 5.48 | EV/EBITDA: 25.1 P/FCF: 22.0 | EV/Sales: 5.81 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 62.4% Quick Ratio: 2.79 | Cash/sh: $19.75 π° Free Cash Flow AnalysisFCF per Share: $8.23 | FCF Yield: 4.6% P/FCF: 22.0 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 1.5% EPS Growth: TTM -39.5% | Q/Q -50.3% Sales Growth: TTM +4.8% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 58.3 | Short Float: 2.1% Insider Own: 0.8% | Inst Own: 92.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| MLM $610.64 Basic Materials |
32.2 Fwd: 28.2 |
2.74 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.1 | 4.5 | 5.5 | 6.8 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.54 | P/B: 3.78 | EV/EBITDA: 19.6 P/FCF: 36.6 | EV/Sales: 6.42 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 36.6 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 43.3 | Short Float: 3.0% Insider Own: 0.7% | Inst Own: 106.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| ECL $256.13 Basic Materials |
36.8 Fwd: 30.2 |
2.79 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.1% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 3.9 | 5.3 | 5.2 | 3.1 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.57 | P/B: 7.46 | EV/EBITDA: 21.2 P/FCF: 46.7 | EV/Sales: 5.00 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.1% P/FCF: 46.7 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 36.8 | Short Float: 0.9% Insider Own: 10.5% | Inst Own: 81.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| MKC $65.04 Consumer Defensive |
22.5 Fwd: 20.4 |
4.13 | 0.76 0.7 |
13.9% 11.5% |
$2.44 3.8% |
4.7% | 2.2% | EPS: -1.8% | Sales: +1.6% | 3.9 | 5.2 | 4.4 | 6.5 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.57 | P/B: 3.03 | EV/EBITDA: 16.6 P/FCF: 26.6 | EV/Sales: 3.20 πͺ Quality MetricsROA: 5.9% | ROIC: 8.8% | Gross Margin: 38.2% Quick Ratio: 0.29 | Cash/sh: $0.35 π° Free Cash Flow AnalysisFCF per Share: $2.44 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $0.66B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 2.2% EPS Growth: TTM -1.8% | Q/Q +1.2% Sales Growth: TTM +1.6% | Q/Q +2.7% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 46.0 | Short Float: 4.3% Insider Own: 5.8% | Inst Own: 86.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| CHTR $219.86 Communication Services |
6.1 Fwd: 5.1 |
0.52 | 6.24 0.4 |
34.8% 9.3% |
$16.96 7.7% |
3.8% | 36.2% | EPS: +13.5% | Sales: +0.4% | 9.7 | 1.4 | 6.0 | 6.0 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 1.03 | P/B: 1.85 | EV/EBITDA: 7.1 P/FCF: 13.0 | EV/Sales: 2.84 πͺ Quality MetricsROA: 3.4% | ROIC: 4.7% | Gross Margin: 50.7% Quick Ratio: 0.37 | Cash/sh: $2.01 π° Free Cash Flow AnalysisFCF per Share: $16.96 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $4.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 36.2% EPS Growth: TTM +13.5% | Q/Q -5.5% Sales Growth: TTM +0.4% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 28.9 | Short Float: 17.2% Insider Own: 30.3% | Inst Own: 87.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
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| MDT $92.20 Healthcare |
25.5 Fwd: 15.2 |
4.31 | 0.60 2.0 |
9.7% 13.6% |
$4.13 4.5% |
3.0% | 0.4% | EPS: +22.1% | Sales: +5.0% | 3.9 | 5.3 | 4.6 | 4.4 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.46 | P/B: 2.47 | EV/EBITDA: 15.0 P/FCF: 22.3 | EV/Sales: 4.06 πͺ Quality MetricsROA: 5.2% | ROIC: 6.3% | Gross Margin: 59.8% Quick Ratio: 1.50 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $5.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 0.4% EPS Growth: TTM +22.1% | Q/Q +0.5% Sales Growth: TTM +5.0% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.73 | RSI: 45.0 | Short Float: 1.2% Insider Own: 0.1% | Inst Own: 87.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| CELH $41.52 Consumer Defensive |
437.1 Fwd: 27.8 |
7.37 | 0.29 1.8 |
3.1% 1.1% |
$0.82 2.0% |
78.3% | 54.3% | EPS: -64.7% | Sales: +55.1% | 3.2 | 3.7 | 7.5 | 6.4 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 5.04 | P/B: 8.90 | EV/EBITDA: 86.0 P/FCF: 50.8 | EV/Sales: 5.83 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.7% Quick Ratio: 1.56 | Cash/sh: $3.61 π° Free Cash Flow AnalysisFCF per Share: $0.82 | FCF Yield: 2.0% P/FCF: 50.8 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -64.7% | Q/Q -11150.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 18.3 | Short Float: 9.1% Insider Own: 32.1% | Inst Own: 65.8% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| HIMS $41.03 Healthcare |
75.9 Fwd: 55.2 |
3.43 | 1.92 1.9 |
26.2% 6.0% |
$0.51 1.2% |
N/A | 17.2% | EPS: +28.1% | Sales: +78.0% | 3.3 | 4.1 | 6.7 | 6.0 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.22 | P/B: 16.07 | EV/EBITDA: 56.4 P/FCF: 80.5 | EV/Sales: 4.45 πͺ Quality MetricsROA: 9.4% | ROIC: 7.9% | Gross Margin: 65.4% Quick Ratio: 1.64 | Cash/sh: $2.77 π° Free Cash Flow AnalysisFCF per Share: $0.51 | FCF Yield: 1.2% P/FCF: 80.5 | Total FCF: $0.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: 17.2% EPS Growth: TTM +28.1% | Q/Q -80.3% Sales Growth: TTM +78.0% | Q/Q +49.2% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.41 | RSI: 34.7 | Short Float: 32.7% Insider Own: 10.2% | Inst Own: 77.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| TSLA $429.52 Consumer Cyclical |
287.0 Fwd: 194.3 |
32.39 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 4.5 | 6.6 | 7.5 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 14.94 | P/B: 17.85 | EV/EBITDA: 128.9 P/FCF: 209.0 | EV/Sales: 14.65 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 209.0 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.87 | RSI: 47.1 | Short Float: 2.6% Insider Own: 15.9% | Inst Own: 48.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| DHR $209.94 Healthcare |
43.2 Fwd: 25.0 |
5.81 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.4% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.8 | 4.9 | 5.5 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.11 | P/B: 2.90 | EV/EBITDA: 20.9 P/FCF: 29.6 | EV/Sales: 6.80 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 48.5 | Short Float: 1.2% Insider Own: 8.9% | Inst Own: 82.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| ON $47.83 Technology |
62.4 Fwd: 16.5 |
70.93 | 0.46 5.2 |
3.9% 5.2% |
$3.40 7.1% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.2 | 6.1 | 4.0 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.11 | P/B: 2.45 | EV/EBITDA: 12.7 P/FCF: 14.1 | EV/Sales: 3.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 42.1 | Short Float: 8.6% Insider Own: 0.5% | Inst Own: 114.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| DDOG $191.24 Technology |
647.8 Fwd: 83.1 |
41.08 | 0.37 3.6 |
3.5% 3.3% |
$2.70 1.4% |
49.2% | N/A | EPS: -25.6% | Sales: +26.6% | 2.0 | 4.6 | 6.4 | 6.5 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 20.77 | P/B: 20.86 | EV/EBITDA: 876.5 P/FCF: 71.0 | EV/Sales: 19.88 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.39 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $2.70 | FCF Yield: 1.4% P/FCF: 71.0 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -25.6% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 76.1 | Short Float: 3.4% Insider Own: 10.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| LHX $290.66 Industrials |
31.2 Fwd: 23.4 |
11.07 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.5% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.9 | 5.8 | 6.9 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.50 | P/B: 2.79 | EV/EBITDA: 18.2 P/FCF: 28.8 | EV/Sales: 3.03 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 50.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 90.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| SBAC $197.40 Real Estate |
24.9 Fwd: 22.3 |
2.70 | N/A 0.5 |
N/A 30.7% |
$1.59 0.8% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.5 | 6.2 | 3.4 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.60 | P/B: N/A | EV/EBITDA: 19.4 P/FCF: 124.4 | EV/Sales: 12.85 πͺ Quality MetricsROA: 8.0% | ROIC: 9.5% | Gross Margin: 65.0% Quick Ratio: 0.37 | Cash/sh: $4.29 π° Free Cash Flow AnalysisFCF per Share: $1.59 | FCF Yield: 0.8% P/FCF: 124.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.2% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 55.0 | Short Float: 1.7% Insider Own: 1.2% | Inst Own: 101.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| RTX $176.97 Industrials |
36.3 Fwd: 26.0 |
3.65 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.2% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.1 | 4.1 | 5.2 | 6.3 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.76 | P/B: 3.68 | EV/EBITDA: 21.4 P/FCF: 45.3 | EV/Sales: 3.19 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.2% P/FCF: 45.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 62.3 | Short Float: 0.9% Insider Own: 0.1% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| BRK-B $499.06 Financial |
16.0 Fwd: 23.0 |
16.45 | 0.22 5.9 |
10.2% 18.1% |
$8.96 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.3 | 3.8 | 6.0 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.89 | P/B: 1.54 | EV/EBITDA: 11.4 P/FCF: 55.7 | EV/Sales: 2.28 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.90 π° Free Cash Flow AnalysisFCF per Share: $8.96 | FCF Yield: 1.8% P/FCF: 55.7 | Total FCF: $19.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 59.9 | Short Float: 0.8% Insider Own: 36.6% | Inst Own: 41.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| PEP $142.95 Consumer Defensive |
27.2 Fwd: 16.7 |
7.79 | 2.62 0.9 |
37.2% 7.8% |
$4.96 3.5% |
6.5% | 6.0% | EPS: -22.6% | Sales: +0.5% | 3.9 | 3.4 | 6.2 | 6.4 | 4.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.12 | P/B: 10.09 | EV/EBITDA: 13.5 P/FCF: 28.8 | EV/Sales: 2.57 πͺ Quality MetricsROA: 7.0% | ROIC: 11.4% | Gross Margin: 54.2% Quick Ratio: 0.72 | Cash/sh: $6.33 π° Free Cash Flow AnalysisFCF per Share: $4.96 | FCF Yield: 3.5% P/FCF: 28.8 | Total FCF: $6.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 6.0% EPS Growth: TTM -22.6% | Q/Q -10.8% Sales Growth: TTM +0.5% | Q/Q +2.6% π Historical FundamentalsHistorical Score: 6.4 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 41.0 | Short Float: 1.2% Insider Own: 0.3% | Inst Own: 76.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| FIS $64.78 Technology |
204.0 Fwd: 10.2 |
20.99 | 0.94 0.5 |
1.1% 1.7% |
$3.87 6.0% |
-0.4% | 16.5% | EPS: -76.0% | Sales: +4.3% | 4.1 | 3.9 | 5.4 | 3.9 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.21 | P/B: 2.43 | EV/EBITDA: 10.8 P/FCF: 16.8 | EV/Sales: 4.40 πͺ Quality MetricsROA: 0.5% | ROIC: 0.8% | Gross Margin: 36.7% Quick Ratio: 0.53 | Cash/sh: $1.10 π° Free Cash Flow AnalysisFCF per Share: $3.87 | FCF Yield: 6.0% P/FCF: 16.8 | Total FCF: $2.00B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: -0.4% | 5Y EPS CAGR: 16.5% EPS Growth: TTM -76.0% | Q/Q +11.1% Sales Growth: TTM +4.3% | Q/Q +5.7% π Historical FundamentalsHistorical Score: 3.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 46.4 | Short Float: 2.3% Insider Own: 0.1% | Inst Own: 102.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ABBV $219.16 Healthcare |
165.4 Fwd: 15.3 |
10.06 | N/A 0.7 |
138.5% 3.9% |
$11.14 5.1% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.5 | 6.0 | 5.8 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 6.49 | P/B: N/A | EV/EBITDA: 16.5 P/FCF: 19.7 | EV/Sales: 7.55 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 5.1% P/FCF: 19.7 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 43.7 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| GATX $155.08 Industrials |
18.1 Fwd: 15.9 |
1.93 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.5 | 2.4 | 4.6 | 4.5 | 4.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.25 | P/B: 2.04 | EV/EBITDA: 14.4 P/FCF: N/A | EV/Sales: 8.13 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 34.6 | Short Float: 2.8% Insider Own: 1.2% | Inst Own: 102.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| KMI $26.55 Energy |
21.8 Fwd: 19.4 |
2.50 | 1.06 0.6 |
8.9% 16.6% |
$1.12 4.2% |
2.8% | 4.0% | EPS: +7.2% | Sales: +8.5% | 4.3 | 3.9 | 5.0 | 2.8 | 4.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.61 | P/B: 1.92 | EV/EBITDA: 13.4 P/FCF: 23.7 | EV/Sales: 5.67 πͺ Quality MetricsROA: 3.8% | ROIC: 4.4% | Gross Margin: 34.8% Quick Ratio: 0.49 | Cash/sh: $0.06 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 4.2% P/FCF: 23.7 | Total FCF: $2.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.8% | 5Y EPS CAGR: 4.0% EPS Growth: TTM +7.2% | Q/Q +0.4% Sales Growth: TTM +8.5% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 2.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 47.6 | Short Float: 1.9% Insider Own: 12.8% | Inst Own: 67.7% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| AMT $177.95 Real Estate |
28.4 Fwd: 25.6 |
1.89 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.4% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.7 | 2.3 | 5.2 | 3.6 | 4.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 7.97 | P/B: 21.08 | EV/EBITDA: 19.4 P/FCF: 22.6 | EV/Sales: 12.72 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.4% P/FCF: 22.6 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.0 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 94.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| WM $201.92 Industrials |
31.8 Fwd: 24.3 |
3.40 | 2.45 0.8 |
29.3% 10.3% |
$5.96 3.0% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.1 | 2.8 | 5.8 | 5.2 | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.28 | P/B: 8.55 | EV/EBITDA: 14.4 P/FCF: 33.9 | EV/Sales: 4.22 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 3.0% P/FCF: 33.9 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.59 | RSI: 37.8 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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| ORCL $239.26 Technology |
55.4 Fwd: 29.9 |
2.54 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 5.8 | 2.3 | 4.9 | 5.9 | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 11.56 | P/B: 28.14 | EV/EBITDA: 31.1 P/FCF: N/A | EV/Sales: 13.27 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 32.5 | Short Float: 1.1% Insider Own: 41.0% | Inst Own: 44.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
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| ENB $47.71 Energy |
23.5 Fwd: 20.8 |
3.15 | 1.54 0.8 |
9.8% 9.6% |
$1.89 4.0% |
0.9% | -3.0% | EPS: +6.5% | Sales: +44.3% | 4.0 | 3.6 | 5.0 | 2.9 | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 2.25 | P/B: 2.42 | EV/EBITDA: 15.4 P/FCF: 25.2 | EV/Sales: 3.98 πͺ Quality MetricsROA: 3.1% | ROIC: 3.7% | Gross Margin: 32.6% Quick Ratio: 0.65 | Cash/sh: $0.43 π° Free Cash Flow AnalysisFCF per Share: $1.89 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $4.13B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 0.9% | 5Y EPS CAGR: -3.0% EPS Growth: TTM +6.5% | Q/Q +14.0% Sales Growth: TTM +44.3% | Q/Q +28.9% π Historical FundamentalsHistorical Score: 2.9 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 53.1 | Short Float: 0.9% Insider Own: 0.2% | Inst Own: 52.8% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
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| APD $259.74 Basic Materials |
N/A Fwd: 18.6 |
N/A | 1.22 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -39.5% | Sales: -0.5% | 5.2 | 2.9 | 4.6 | 3.2 | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 4.80 | P/B: 3.72 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -39.5% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.7% π Historical FundamentalsHistorical Score: 3.2 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 53.5 | Short Float: 2.3% Insider Own: 0.5% | Inst Own: 93.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
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| DLR $169.89 Real Estate |
43.9 Fwd: 103.1 |
4.87 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.5 | 5.3 | 5.8 | 3.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 9.87 | P/B: 2.61 | EV/EBITDA: 28.3 P/FCF: N/A | EV/Sales: 13.06 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.2 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 98.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
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| QSR $67.74 Consumer Cyclical |
24.1 Fwd: 16.9 |
2.58 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.5% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.1 | 1.7 | 5.2 | 6.0 | 3.7 |
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π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 3.33 | P/B: 6.57 | EV/EBITDA: 17.2 P/FCF: 22.1 | EV/Sales: 5.10 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 55.8 | Short Float: 3.9% Insider Own: 1.5% | Inst Own: 87.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
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| AXON $602.51 Industrials |
190.7 Fwd: 78.7 |
10.91 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.2 | 6.5 | 4.6 | 3.4 |
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π Active Profile: Combined Performance-Weighted Portfolio Weighted combination of top performers: Greenblatt (32%), Lynch (30%), Piotroski (24%), Fama-French (14%). Based on historical CAGR performance. βοΈ Weights: Quality: 45%, Growth: 25%, Valuation: 23%, Historical: 7% π Valuation DetailsP/S: 18.59 | P/B: 15.70 | EV/EBITDA: 947.9 P/FCF: 327.9 | EV/Sales: 18.45 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 327.9 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Weight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 30.6 | Short Float: 2.4% Insider Own: 5.0% | Inst Own: 84.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
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